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

Forefront Wealth Partners, LLC

  • $397 Billion
  • Q3 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 64,325 shares of SCHD stock, worth $1.75 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
64,325
Previous 91,221 29.48%
Holding current value
$1.75 Million
Previous $2.49 Billion 29.54%
% of portfolio
0.44%
Previous 1.71%

Shares

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

Oct 20, 2025
SELL
$26.38 - $27.95 $709,516 - $751,743
-26,896 Reduced 29.48%
64,325 $1.76 Billion
Q2 2025

Aug 20, 2025
BUY
$24.32 - $27.87 $86,433 - $99,049
3,554 Added 4.05%
91,221 $2.49 Billion
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
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
Track This Portfolio

Track Forefront Wealth Partners, LLC Portfolio

Follow Forefront Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forefront Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forefront Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email