Great Waters Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Great Waters Wealth Management

$769 Billion
Q2 2025

A detailed history of Great Waters Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Great Waters Wealth Management holds 85,554 shares of SCHD stock, worth $2.33 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

85,554

Previous 87,148 1.83%

Holding current value

$2.33 Million

Previous $2.44 Billion 6.96%

% of portfolio

0.29%

Previous 0.34%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$24.32 - $27.87 $38,766 - $44,424	-1,594 Reduced 1.83%	85,554 $2.27 Billion
Q1 2025 Apr 14, 2025	SELL	$27.01 - $28.54 $16,043 - $16,952	-594 Reduced 0.68%	87,148 $2.44 Billion
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $1.57 Million - $4.95 Million	58,222 Added 197.23%	87,742 $2.4 Billion
Q3 2024 Oct 04, 2024	SELL	$77.02 - $85.06 $23,337 - $25,773	-303 Reduced 1.02%	29,520 $2.5 Billion
Q2 2024 Jul 08, 2024	SELL	$75.81 - $80.15 $54,962 - $58,108	-725 Reduced 2.37%	29,823 $2.32 Billion
Q1 2024 Apr 08, 2024	BUY	$75.25 - $80.63 $2,633 - $2,822	35 Added 0.11%	30,548 $2.46 Billion
Q4 2023 Jan 19, 2024	SELL	$66.9 - $76.32 $408,223 - $465,704	-6,102 Reduced 16.67%	30,513 $2.33 Billion
Q3 2023 Oct 11, 2023	SELL	$70.63 - $75.66 $65,827 - $70,515	-932 Reduced 2.48%	36,615 $2.55 Billion
Q2 2023 Jul 07, 2023	SELL	$69.18 - $73.94 $143,202 - $153,055	-2,070 Reduced 5.23%	37,547 $2.73 Billion
Q1 2023 Apr 25, 2023	SELL	$70.28 - $78.03 $103,803 - $115,250	-1,477 Reduced 3.59%	39,617 $2.9 Billion
Q4 2022 Feb 03, 2023	BUY	$67.16 - $79.06 $2.76 Million - $3.25 Million	41,094 New	41,094 $3.14 Billion

Others Institutions Holding SCHD

# of Institutions

2,011

Shares Held

889M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Great Waters Wealth Management Schwab Strategic Tr Us Dividen Transaction History