Fsm Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Fsm Wealth Advisors, LLC

  • $690 Million
  • Q3 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 25,833 shares of SCHD stock, worth $703,690. This represents 0.1% of its overall portfolio holdings.

Number of Shares
25,833
Previous 26,187 1.35%
Holding current value
$703,690
Previous $693,000 1.73%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Oct 17, 2025
SELL
$26.38 - $27.95 $9,338 - $9,894
-354 Reduced 1.35%
25,833 $705,000
Q2 2025

Jul 30, 2025
BUY
$24.32 - $27.87 $67,244 - $77,060
2,765 Added 11.81%
26,187 $693,000
Q1 2025

Apr 28, 2025
BUY
$27.01 - $28.54 $2,025 - $2,140
75 Added 0.32%
23,422 $654,000
Q4 2024

Jan 24, 2025
BUY
$26.93 - $84.95 $423,932 - $1.34 Million
15,742 Added 207.0%
23,347 $637,000
Q3 2022

Oct 24, 2022
BUY
$66.43 - $77.87 $505,200 - $592,201
7,605 New
7,605 $505,000

Others Institutions Holding SCHD

# of Institutions
2,058
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
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