Foguth Wealth Management, Llc. Schwab Strategic Tr Us Dividen Transaction History

Foguth Wealth Management, Llc.

$412 Billion
Q1 2025

A detailed history of Foguth Wealth Management, Llc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 206,680 shares of SCHD stock, worth $5.41 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

206,680

Previous 261,167 20.86%

Holding current value

$5.41 Million

Previous $7.33 Billion 21.17%

% of portfolio

1.4%

Previous 1.92%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$27.01 - $28.54 $1.47 Million - $1.56 Million	-54,487 Reduced 20.86%	206,680 $5.78 Billion
Q4 2024 Jan 27, 2025	BUY	$26.93 - $84.95 $5.08 Million - $16 Million	188,533 Added 259.57%	261,167 $7.33 Billion
Q3 2024 Oct 09, 2024	BUY	$77.02 - $85.06 $1.29 Million - $1.43 Million	16,809 Added 30.11%	72,634 $6.11 Billion
Q2 2024 Jul 16, 2024	BUY	$75.81 - $80.15 $915,860 - $968,292	12,081 Added 27.62%	55,825 $4.34 Billion
Q1 2024 Apr 17, 2024	BUY	$75.25 - $80.63 $3.29 Million - $3.53 Million	43,744 New	43,744 $3.53 Billion

Others Institutions Holding SCHD

# of Institutions

1,998

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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Foguth Wealth Management, Llc. Schwab Strategic Tr Us Dividen Transaction History