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

Drive Wealth Management, LLC

  • $413 Million
  • Q1 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 25,994 shares of SCHD stock, worth $694,039. This represents 0.18% of its overall portfolio holdings.

Number of Shares
25,994
Previous 11,861 119.16%
Holding current value
$694,039
Previous $324,000 124.07%
% of portfolio
0.18%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
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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