Global Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Global Wealth Management, LLC

  • $173 Billion
  • Q1 2025

A detailed history of Global Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Global Wealth Management, LLC holds 689,679 shares of SCHD stock, worth $18 Million. This represents 11.13% of its overall portfolio holdings.

Number of Shares
689,679
Previous 689,235 0.06%
Holding current value
$18 Million
Previous $18.8 Billion 2.41%
% of portfolio
11.13%
Previous 12.02%

Shares

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

Apr 14, 2025
BUY
$27.01 - $28.54 $11,992 - $12,671
444 Added 0.06%
689,679 $19.3 Billion
Q4 2024

Jan 16, 2025
BUY
$26.93 - $84.95 $12.3 Million - $38.9 Million
458,338 Added 198.5%
689,235 $18.8 Billion
Q3 2024

Oct 24, 2024
BUY
$77.02 - $85.06 $17.8 Million - $19.6 Million
230,897 New
230,897 $19.5 Billion

Others Institutions Holding SCHD

# of Institutions
1,999
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
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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