Insight Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Insight Wealth Partners, LLC

  • $630 Million
  • Q2 2025

A detailed history of Insight Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 35,884 shares of SCHD stock, worth $964,561. This represents 0.15% of its overall portfolio holdings.

Number of Shares
35,884
Previous 30,478 17.74%
Holding current value
$964,561
Previous $852,000 11.5%
% of portfolio
0.15%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$24.32 - $27.87 $131,473 - $150,665
5,406 Added 17.74%
35,884 $950,000
Q1 2025

May 15, 2025
SELL
$27.01 - $28.54 $54,398 - $57,479
-2,014 Reduced 6.2%
30,478 $852,000
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $539,219 - $1.7 Million
20,023 Added 160.58%
32,492 $887,000
Q3 2024

Nov 13, 2024
BUY
$77.02 - $85.06 $125,080 - $138,137
1,624 Added 14.97%
12,469 $1.05 Million
Q2 2024

Jul 18, 2024
BUY
$75.81 - $80.15 $103,935 - $109,885
1,371 Added 14.47%
10,845 $843,000
Q1 2024

May 10, 2024
BUY
$75.25 - $80.63 $232,673 - $249,307
3,092 Added 48.45%
9,474 $763,000
Q4 2023

Feb 13, 2024
BUY
$66.9 - $76.32 $107,173 - $122,264
1,602 Added 33.51%
6,382 $485,000
Q2 2021

Jul 14, 2021
SELL
$73.32 - $77.65 $9,531 - $10,094
-130 Reduced 2.65%
4,780 $361,000
Q1 2021

Apr 20, 2021
BUY
$63.23 - $73.67 $310,459 - $361,719
4,910 New
4,910 $358,000

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
Track This Portfolio

Track Insight Wealth Partners, LLC Portfolio

Follow Insight Wealth Partners, 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 Insight Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email