Focused Wealth Management, Inc Schwab Strategic Tr Us Dividen Transaction History

Focused Wealth Management, Inc

  • $906 Million
  • Q3 2025

A detailed history of Focused Wealth Management, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Focused Wealth Management, Inc holds 57,127 shares of SCHD stock, worth $1.52 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
57,127
Previous 46,853 21.93%
Holding current value
$1.52 Million
Previous $1.24 Million 25.62%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Oct 10, 2025
BUY
$26.38 - $27.95 $271,028 - $287,158
10,274 Added 21.93%
57,127 $1.56 Million
Q2 2025

Jul 15, 2025
BUY
$24.32 - $27.87 $1.14 Million - $1.31 Million
46,853 New
46,853 $1.24 Million
Q4 2023

Jan 10, 2024
SELL
$66.9 - $76.32 $133 - $152
-2 Reduced 0.19%
1,030 $78,000
Q3 2023

Nov 01, 2023
SELL
$70.63 - $75.66 $70 - $75
-1 Reduced 0.1%
1,032 $73,000
Q2 2023

Aug 08, 2023
SELL
$69.18 - $73.94 $69 - $73
-1 Reduced 0.1%
1,033 $75,000
Q1 2023

Apr 13, 2023
SELL
$70.28 - $78.03 $281 - $312
-4 Reduced 0.39%
1,034 $75,000
Q4 2022

Jan 13, 2023
BUY
$67.16 - $79.06 $65,883 - $77,557
981 Added 1721.05%
1,038 $0
Q3 2022

Oct 20, 2022
SELL
$66.43 - $77.87 $779,024 - $913,181
-11,727 Reduced 99.52%
57 $4,000
Q2 2022

Aug 04, 2022
BUY
$70.31 - $80.24 $826,494 - $943,221
11,755 Added 40534.48%
11,784 $844,000
Q1 2022

Apr 29, 2022
BUY
$75.14 - $81.94 $2,179 - $2,376
29 New
29 $2,000
Q2 2018

Aug 15, 2018
SELL
N/A
-13,631 Closed
0 $0
Q1 2018

May 07, 2018
BUY
N/A
73 Added 0.54%
13,631 $668,000
Q4 2017

Feb 13, 2018
SELL
N/A
-13,376 Reduced 49.66%
13,558 $694,000
Q3 2017

Nov 14, 2017
BUY
N/A
13,566 Added 101.48%
26,934 $1.26 Million
Q2 2017

Aug 14, 2017
BUY
N/A
13,368
13,368 $603,000

Others Institutions Holding SCHD

# of Institutions
2,022
Shares Held
839M
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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