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

Gateway Wealth Partners, LLC

$741 Billion
Q3 2025

A detailed history of Gateway Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 36,573 shares of SCHD stock, worth $996,248. This represents 0.13% of its overall portfolio holdings.

Number of Shares

36,573

Previous 24,558 48.92%

Holding current value

$996,248

Previous $651 Million 53.42%

% of portfolio

0.13%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$26.38 - $27.95 $316,955 - $335,819	12,015 Added 48.92%	36,573 $998 Million
Q2 2025 Aug 13, 2025	BUY	$24.32 - $27.87 $283,936 - $325,382	11,675 Added 90.62%	24,558 $651 Million
Q1 2025 Apr 30, 2025	BUY	$27.01 - $28.54 $10,804 - $11,416	400 Added 3.2%	12,883 $360 Million
Q4 2024 Jan 22, 2025	BUY	$26.93 - $84.95 $247,459 - $780,605	9,189 Added 278.96%	12,483 $341 Million
Q3 2024 Oct 24, 2024	BUY	$77.02 - $85.06 $253,703 - $280,187	3,294 New	3,294 $278 Million

Q3 2023 Nov 14, 2023	BUY	$70.63 - $75.66 $191,336 - $204,962	2,709 Added 35.58%	10,323 $730 Million
Q2 2023 Aug 14, 2023	BUY	$69.18 - $73.94 $526,736 - $562,979	7,614 New	7,614 $553 Million

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

873M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Gateway Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History