Gerber Kawasaki Wealth & Investment Management Schwab Strategic Tr Us Dividen Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.21 Billion
Q1 2025

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 1,926,141 shares of SCHD stock, worth $51.7 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares

1,926,141

Previous 1,908,587 0.92%

Holding current value

$51.7 Million

Previous $52.1 Million 3.28%

% of portfolio

2.44%

Previous 2.28%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$27.01 - $28.54 $474,133 - $500,991	17,554 Added 0.92%	1,926,141 $53.9 Million
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $34.4 Million - $108 Million	1,276,461 Added 201.93%	1,908,587 $52.1 Million
Q3 2024 Nov 13, 2024	SELL	$77.02 - $85.06 $964,367 - $1.07 Million	-12,521 Reduced 1.94%	632,126 $53.4 Million
Q2 2024 Aug 13, 2024	SELL	$75.81 - $80.15 $1.12 Million - $1.18 Million	-14,723 Reduced 2.23%	644,647 $50.1 Million
Q1 2024 May 13, 2024	SELL	$75.25 - $80.63 $1.25 Million - $1.34 Million	-16,627 Reduced 2.46%	659,370 $53.2 Million
Q4 2023 Feb 12, 2024	SELL	$66.9 - $76.32 $5.64 Million - $6.43 Million	-84,300 Reduced 11.09%	675,997 $51.5 Million
Q3 2023 Nov 14, 2023	BUY	$70.63 - $75.66 $271,854 - $291,215	3,849 Added 0.51%	760,297 $53.8 Million
Q2 2023 Aug 10, 2023	SELL	$69.18 - $73.94 $1.53 Million - $1.64 Million	-22,188 Reduced 2.85%	756,448 $54.9 Million
Q1 2023 May 15, 2023	SELL	$70.28 - $78.03 $2.56 Million - $2.85 Million	-36,488 Reduced 4.48%	778,636 $57 Million
Q4 2022 Feb 08, 2023	BUY	$67.16 - $79.06 $5.66 Million - $6.67 Million	84,308 Added 11.54%	815,124 $61.6 Million
Q3 2022 Nov 14, 2022	BUY	$66.43 - $77.87 $2.59 Million - $3.04 Million	38,989 Added 5.64%	730,816 $48.5 Million
Q2 2022 Aug 04, 2022	BUY	$70.31 - $80.24 $3.71 Million - $4.24 Million	52,835 Added 8.27%	691,827 $49.5 Million
Q1 2022 May 12, 2022	BUY	$75.14 - $81.94 $5.65 Million - $6.17 Million	75,253 Added 13.35%	638,992 $50.4 Million
Q4 2021 Feb 11, 2022	BUY	$74.93 - $80.86 $2.67 Million - $2.89 Million	35,696 Added 6.76%	563,739 $45.6 Million
Q3 2021 Nov 15, 2021	BUY	$74.23 - $78.13 $3.55 Million - $3.74 Million	47,864 Added 9.97%	528,043 $39.2 Million
Q2 2021 Aug 11, 2021	BUY	$73.32 - $77.65 $3.6 Million - $3.81 Million	49,059 Added 11.38%	480,179 $36.3 Million
Q1 2021 May 07, 2021	BUY	$63.23 - $73.67 $2.37 Million - $2.76 Million	37,413 Added 9.5%	431,120 $31.4 Million
Q4 2020 Feb 09, 2021	BUY	$54.8 - $65.16 $21.6 Million - $25.7 Million	393,707 New	393,707 $25.3 Million
Q3 2020 Nov 02, 2020	SELL	$50.37 - $58.54 $19.6 Million - $22.8 Million	-388,712 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$43.56 - $56.5 $2.1 Million - $2.72 Million	48,131 Added 14.13%	388,712 $20.1 Million
Q1 2020 May 05, 2020	BUY	$39.5 - $59.28 $13.5 Million - $20.2 Million	340,581 New	340,581 $15.3 Million

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

917M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gerber Kawasaki Wealth & Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Gerber Kawasaki Wealth & Investment Management with notifications on news.

Account

Gerber Kawasaki Wealth & Investment Management Schwab Strategic Tr Us Dividen Transaction History