Forefront Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Forefront Wealth Partners, LLC

  • $147 Billion
  • Q1 2025

A detailed history of Forefront Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 87,667 shares of SCHD stock, worth $2.26 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
87,667
Previous 91,221 3.9%
Holding current value
$2.26 Million
Previous $2.49 Billion 1.65%
% of portfolio
1.67%
Previous 1.86%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$27.01 - $28.54 $95,993 - $101,431
-3,554 Reduced 3.9%
87,667 $2.45 Billion
Q4 2024

May 14, 2025
BUY
$26.93 - $84.95 $2.46 Million - $7.75 Million
91,221 New
91,221 $2.49 Billion

Others Institutions Holding SCHD

# of Institutions
1,993
Shares Held
866M
Call Options Held
4.77M
Put Options Held
2.36M
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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