Heirloom Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Heirloom Wealth Management

$358 Million
Q2 2025

A detailed history of Heirloom Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Heirloom Wealth Management holds 11,200 shares of SCHD stock, worth $306,992. This represents 0.08% of its overall portfolio holdings.

Number of Shares

11,200

Previous 13,060 14.24%

Holding current value

$306,992

Previous $365,000 18.9%

% of portfolio

0.08%

Previous 0.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$24.32 - $27.87 $45,235 - $51,838	-1,860 Reduced 14.24%	11,200 $296,000
Q1 2025 Apr 24, 2025	BUY	$27.01 - $28.54 $432 - $456	16 Added 0.12%	13,060 $365,000
Q4 2024 Jan 22, 2025	BUY	$26.93 - $84.95 $215,763 - $680,619	8,012 Added 159.22%	13,044 $356,000
Q3 2024 Oct 16, 2024	BUY	$77.02 - $85.06 $2,079 - $2,296	27 Added 0.54%	5,032 $425,000
Q1 2024 Apr 24, 2024	SELL	$75.25 - $80.63 $182,631 - $195,689	-2,427 Reduced 32.66%	5,005 $403,000
Q4 2023 Jan 31, 2024	SELL	$66.9 - $76.32 $49,773 - $56,782	-744 Reduced 9.1%	7,432 $565,000
Q3 2023 Oct 23, 2023	SELL	$70.63 - $75.66 $343,332 - $367,783	-4,861 Reduced 37.29%	8,176 $578,000
Q2 2023 Aug 08, 2023	SELL	$69.18 - $73.94 $379,590 - $405,708	-5,487 Reduced 29.62%	13,037 $946,000
Q1 2023 Apr 27, 2023	SELL	$70.28 - $78.03 $3.53 Million - $3.92 Million	-50,228 Reduced 73.06%	18,524 $1.36 Million
Q4 2022 Feb 01, 2023	BUY	$67.16 - $79.06 $4.62 Million - $5.44 Million	68,752 New	68,752 $5.19 Million

Others Institutions Holding SCHD

# of Institutions

2,013

Shares Held

891M

Call Options Held

4.51M

Put Options Held

2.75M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Heirloom Wealth Management Schwab Strategic Tr Us Dividen Transaction History