Glassman Wealth Services Schwab Strategic Tr Us Dividen Transaction History

Glassman Wealth Services

  • $650 Million
  • Q2 2025

A detailed history of Glassman Wealth Services transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Glassman Wealth Services holds 7,547 shares of SCHD stock, worth $200,523. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,547
Previous 7,547 -0.0%
Holding current value
$200,523
Previous $211,000 5.69%
% of portfolio
0.03%
Previous 0.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$27.01 - $28.54 $2,187 - $2,311
81 Added 1.08%
7,547 $211,000
Q4 2024

Feb 05, 2025
BUY
$26.93 - $84.95 $141,759 - $447,176
5,264 Added 239.06%
7,466 $203,000
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $10,705 - $11,823
139 Added 6.74%
2,202 $186,000
Q2 2024

Aug 06, 2024
SELL
$75.81 - $80.15 $25,396 - $26,850
-335 Reduced 13.97%
2,063 $160,000
Q1 2024

May 03, 2024
BUY
$75.25 - $80.63 $12,040 - $12,900
160 Added 7.15%
2,398 $193,000
Q4 2023

Feb 09, 2024
BUY
$66.9 - $76.32 $1,873 - $2,136
28 Added 1.27%
2,238 $170,000
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $18,716 - $20,049
265 Added 13.62%
2,210 $156,000
Q2 2023

Aug 08, 2023
BUY
$69.18 - $73.94 $5,119 - $5,471
74 Added 3.96%
1,945 $141,000
Q1 2023

May 04, 2023
BUY
$70.28 - $78.03 $1,616 - $1,794
23 Added 1.24%
1,871 $136,000
Q4 2022

Feb 06, 2023
BUY
$67.16 - $79.06 $4,231 - $4,980
63 Added 3.53%
1,848 $139,000
Q3 2022

Nov 09, 2022
BUY
$66.43 - $77.87 $1,262 - $1,479
19 Added 1.08%
1,785 $119,000
Q2 2022

Aug 04, 2022
BUY
$70.31 - $80.24 $3,163 - $3,610
45 Added 2.61%
1,766 $126,000
Q1 2022

Apr 14, 2022
BUY
$75.14 - $81.94 $101,589 - $110,782
1,352 Added 366.4%
1,721 $136,000
Q4 2021

Feb 14, 2022
BUY
$74.93 - $80.86 $27,649 - $29,837
369 New
369 $30,000
Q2 2020

Aug 06, 2020
SELL
$43.56 - $56.5 $1,829 - $2,373
-42 Closed
0 $0
Q3 2019

Nov 01, 2019
SELL
$54.39 - $55.76 $2,284 - $2,341
-42 Reduced 50.0%
42 $2,000
Q2 2019

Aug 08, 2019
BUY
N/A
84 New
84 $4,000
Q1 2018

May 01, 2018
SELL
N/A
-95 Closed
0 $0
Q2 2017

Aug 09, 2017
BUY
N/A
95
95 $4,000

Others Institutions Holding SCHD

# of Institutions
2,028
Shares Held
838M
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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