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

Fsm Wealth Advisors, LLC

  • $603 Million
  • Q2 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 26,187 shares of SCHD stock, worth $717,785. This represents 0.11% of its overall portfolio holdings.

Number of Shares
26,187
Previous 23,422 11.81%
Holding current value
$717,785
Previous $654,000 5.96%
% of portfolio
0.11%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,013
Shares Held
891M
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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