High Mark Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

High Mark Wealth Management LLC

  • $217 Million
  • Q3 2025

A detailed history of High Mark Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, High Mark Wealth Management LLC holds 7,202 shares of SCHD stock, worth $196,182. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,202
Previous 5,846 23.2%
Holding current value
$196,182
Previous $154,000 27.27%
% of portfolio
0.09%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$26.38 - $27.95 $35,771 - $37,900
1,356 Added 23.2%
7,202 $196,000
Q2 2025

Jul 21, 2025
BUY
$24.32 - $27.87 $51,436 - $58,945
2,115 Added 56.69%
5,846 $154,000
Q1 2025

Apr 23, 2025
BUY
$27.01 - $28.54 $95,669 - $101,088
3,542 Added 1874.07%
3,731 $104,000
Q4 2024

Jan 31, 2025
BUY
$26.93 - $84.95 $3,420 - $10,788
127 Added 204.84%
189 $5,000
Q3 2024

Oct 17, 2024
BUY
$77.02 - $85.06 $77 - $85
1 Added 1.64%
62 $5,000
Q4 2023

Jan 22, 2024
BUY
$66.9 - $76.32 $4,080 - $4,655
61 New
61 $4,000

About SCHWAB STRATEGIC TR US DIVIDEN

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  • Ticker SCHD
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