Evolution Wealth Management Inc. Schwab Strategic Tr Us Dividen Transaction History

Evolution Wealth Management Inc.

  • $97.4 Billion
  • Q3 2025

A detailed history of Evolution Wealth Management Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 12,631 shares of SCHD stock, worth $344,068. This represents 0.35% of its overall portfolio holdings.

Number of Shares
12,631
Previous 12,752 0.95%
Holding current value
$344,068
Previous $338 Million 2.04%
% of portfolio
0.35%
Previous 0.42%

Shares

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

Oct 23, 2025
SELL
$26.38 - $27.95 $3,191 - $3,381
-121 Reduced 0.95%
12,631 $345 Million
Q2 2025

Aug 29, 2025
BUY
$24.32 - $27.87 $310,128 - $355,398
12,752 New
12,752 $338 Million

Others Institutions Holding SCHD

# of Institutions
2,057
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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