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

High Mark Wealth Management LLC

  • $198 Million
  • Q2 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 5,846 shares of SCHD stock, worth $158,835. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,846
Previous 3,731 56.69%
Holding current value
$158,835
Previous $104,000 48.08%
% of portfolio
0.08%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
918M
Call Options Held
4.42M
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
Track This Portfolio

Track High Mark Wealth Management LLC Portfolio

Follow High Mark Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of High Mark Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Mark Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email