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

Global Wealth Management, LLC

$190 Billion
Q3 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 708,856 shares of SCHD stock, worth $19.3 Million. This represents 10.16% of its overall portfolio holdings.

Number of Shares

708,856

Previous 710,673 0.26%

Holding current value

$19.3 Million

Previous $19.4 Billion 0.29%

% of portfolio

10.16%

Previous 10.64%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$26.38 - $27.95 $47,932 - $50,785	-1,817 Reduced 0.26%	708,856 $19.4 Billion
Q2 2025 Jul 15, 2025	BUY	$24.32 - $27.87 $510,574 - $585,102	20,994 Added 3.04%	710,673 $19.4 Billion
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

2,058

Shares Held

872M

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