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

Insight Wealth Partners, LLC

$592 Million
Q1 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 30,478 shares of SCHD stock, worth $797,609. This represents 0.14% of its overall portfolio holdings.

Number of Shares

30,478

Previous 32,492 6.2%

Holding current value

$797,609

Previous $887,000 3.95%

% of portfolio

0.14%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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