Element Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Element Wealth, LLC

  • $209 Million
  • Q2 2025

A detailed history of Element Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Element Wealth, LLC holds 14,334 shares of SCHD stock, worth $380,854. This represents 0.18% of its overall portfolio holdings.

Number of Shares
14,334
Previous 13,615 5.28%
Holding current value
$380,854
Previous $380,000 0.26%
% of portfolio
0.18%
Previous 0.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$24.32 - $27.87 $17,486 - $20,038
719 Added 5.28%
14,334 $379,000
Q1 2025

Apr 29, 2025
BUY
$27.01 - $28.54 $1,890 - $1,997
70 Added 0.52%
13,615 $380,000
Q4 2024

Feb 03, 2025
BUY
$26.93 - $84.95 $239,784 - $756,394
8,904 Added 191.86%
13,545 $370,000
Q3 2024

Oct 23, 2024
SELL
$77.02 - $85.06 $3,696 - $4,082
-48 Reduced 1.02%
4,641 $392,000
Q2 2024

Aug 08, 2024
BUY
$75.81 - $80.15 $54,128 - $57,227
714 Added 17.96%
4,689 $364,000
Q1 2024

May 09, 2024
BUY
$75.25 - $80.63 $23,628 - $25,317
314 Added 8.58%
3,975 $320,000
Q4 2023

Feb 01, 2024
BUY
$66.9 - $76.32 $32,847 - $37,473
491 Added 15.49%
3,661 $278,000
Q3 2023

Nov 08, 2023
BUY
$70.63 - $75.66 $57,916 - $62,041
820 Added 34.89%
3,170 $224,000
Q1 2023

May 03, 2023
BUY
$70.28 - $78.03 $14,056 - $15,606
200 Added 9.3%
2,350 $171,000
Q4 2019

Feb 12, 2020
BUY
$52.87 - $58.15 $113,670 - $125,022
2,150 New
2,150 $125,000

Others Institutions Holding SCHD

# of Institutions
2,020
Shares Held
840M
Call Options Held
4.51M
Put Options Held
2.75M
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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