Finer Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Finer Wealth Management, Inc.

$165 Million
Q1 2025

A detailed history of Finer Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Finer Wealth Management, Inc. holds 12,790 shares of SCHD stock, worth $334,714. This represents 0.22% of its overall portfolio holdings.

Number of Shares

12,790

Previous 12,643 1.16%

Holding current value

$334,714

Previous $345,000 3.48%

% of portfolio

0.22%

Previous 0.2%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$27.01 - $28.54 $3,970 - $4,195	147 Added 1.16%	12,790 $357,000
Q4 2024 Feb 13, 2025	BUY	$26.93 - $84.95 $222,953 - $703,301	8,279 Added 189.71%	12,643 $345,000
Q3 2024 Nov 13, 2024	SELL	$77.02 - $85.06 $15,404 - $17,012	-200 Reduced 4.38%	4,364 $368,000
Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $16,526 - $17,472	218 Added 5.02%	4,564 $354,000
Q1 2024 Apr 26, 2024	SELL	$75.25 - $80.63 $28,971 - $31,042	-385 Reduced 8.14%	4,346 $350,000
Q4 2023 Feb 13, 2024	SELL	$66.9 - $76.32 $602 - $686	-9 Reduced 0.19%	4,731 $360,000
Q3 2023 Nov 14, 2023	BUY	$70.63 - $75.66 $27,969 - $29,961	396 Added 9.12%	4,740 $335,000
Q2 2023 Aug 14, 2023	SELL	$69.18 - $73.94 $26,495 - $28,319	-383 Reduced 8.1%	4,344 $315,000
Q1 2023 May 09, 2023	SELL	$70.28 - $78.03 $21,154 - $23,487	-301 Reduced 5.99%	4,727 $345,000
Q4 2022 Feb 13, 2023	BUY	$67.16 - $79.06 $1,746 - $2,055	26 Added 0.52%	5,028 $379,000
Q3 2022 Nov 10, 2022	BUY	$66.43 - $77.87 $14,282 - $16,742	215 Added 4.49%	5,002 $332,000
Q2 2022 Aug 10, 2022	SELL	$70.31 - $80.24 $8,718 - $9,949	-124 Reduced 2.52%	4,787 $343,000
Q1 2022 Jun 06, 2022	SELL	$75.14 - $81.94 $29,830 - $32,530	-397 Reduced 7.48%	4,911 $387,000
Q4 2021 Jun 01, 2022	BUY	$74.93 - $80.86 $397,728 - $429,204	5,308 New	5,308 $429,000

Others Institutions Holding SCHD

# of Institutions

1,997

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Finer Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History