Hrc Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Hrc Wealth Management, LLC

$188 Billion
Q2 2025

A detailed history of Hrc Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hrc Wealth Management, LLC holds 248,723 shares of SCHD stock, worth $6.76 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares

248,723

Previous 246,575 0.87%

Holding current value

$6.76 Million

Previous $6.89 Billion 4.4%

% of portfolio

3.51%

Previous 4.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$24.32 - $27.87 $52,239 - $59,864	2,148 Added 0.87%	248,723 $6.59 Billion
Q1 2025 May 12, 2025	SELL	$27.01 - $28.54 $308,076 - $325,527	-11,406 Reduced 4.42%	246,575 $6.89 Billion
Q4 2024 Feb 12, 2025	BUY	$26.93 - $84.95 $4.66 Million - $14.7 Million	172,909 Added 203.25%	257,981 $7.05 Billion
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $14,325 - $15,821	186 Added 0.22%	85,072 $7.19 Billion
Q2 2024 Jul 25, 2024	BUY	$75.81 - $80.15 $54,659 - $57,788	721 Added 0.86%	84,886 $6.6 Billion
Q1 2024 May 13, 2024	BUY	$75.25 - $80.63 $378,281 - $405,327	5,027 Added 6.35%	84,165 $6.79 Billion
Q4 2023 Feb 12, 2024	BUY	$66.9 - $76.32 $5.29 Million - $6.04 Million	79,138 New	79,138 $6.02 Billion

Others Institutions Holding SCHD

# of Institutions

2,014

Shares Held

885M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Hrc Wealth Management, LLC with notifications on news.

Account

Hrc Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History