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

Gateway Wealth Partners, LLC

  • $527 Billion
  • Q2 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 24,558 shares of SCHD stock, worth $673,134. This represents 0.12% of its overall portfolio holdings.

Number of Shares
24,558
Previous 12,883 90.62%
Holding current value
$673,134
Previous $360 Million 80.66%
% of portfolio
0.12%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,013
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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