Drive Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Drive Wealth Management, LLC

  • $436 Million
  • Q3 2025

A detailed history of Drive Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Drive Wealth Management, LLC holds 15,290 shares of SCHD stock, worth $416,499. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,290
Previous 25,877 40.91%
Holding current value
$416,499
Previous $685,000 39.12%
% of portfolio
0.1%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$26.38 - $27.95 $279,285 - $295,906
-10,587 Reduced 40.91%
15,290 $417,000
Q2 2025

Jul 29, 2025
SELL
$24.32 - $27.87 $2,845 - $3,260
-117 Reduced 0.45%
25,877 $685,000
Q1 2025

May 06, 2025
BUY
$27.01 - $28.54 $381,732 - $403,355
14,133 Added 119.16%
25,994 $726,000
Q4 2024

Jan 21, 2025
BUY
$26.93 - $84.95 $228,177 - $719,781
8,473 Added 250.09%
11,861 $324,000
Q3 2024

Nov 07, 2024
BUY
$77.02 - $85.06 $260,943 - $288,183
3,388 New
3,388 $286,000

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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