Holos Integrated Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Holos Integrated Wealth LLC

  • $153 Billion
  • Q1 2025

A detailed history of Holos Integrated Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 151,735 shares of SCHD stock, worth $4.08 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares
151,735
Previous 156,165 2.84%
Holding current value
$4.08 Million
Previous $4.27 Billion 0.56%
% of portfolio
2.78%
Previous 2.92%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Aug 08, 2025
SELL
$27.01 - $28.54 $119,654 - $126,432
-4,430 Reduced 2.84%
151,735 $4.24 Billion
Q4 2024

Aug 08, 2025
BUY
$26.93 - $84.95 $4.21 Million - $13.3 Million
156,165 New
156,165 $4.27 Billion

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
897M
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
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