Journey Beyond Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Journey Beyond Wealth, LLC

  • $119 Billion
  • Q2 2025

A detailed history of Journey Beyond Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 49,893 shares of SCHD stock, worth $1.36 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
49,893
Previous 193,242 74.18%
Holding current value
$1.36 Million
Previous $5.4 Billion 75.53%
% of portfolio
1.12%
Previous 5.05%

Shares

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

Jul 21, 2025
SELL
$24.32 - $27.87 $3.49 Million - $4 Million
-143,349 Reduced 74.18%
49,893 $1.32 Billion
Q1 2025

Apr 24, 2025
BUY
$27.01 - $28.54 $268,560 - $283,773
9,943 Added 5.42%
193,242 $5.4 Billion
Q4 2024

Feb 11, 2025
BUY
$26.93 - $84.95 $4.94 Million - $15.6 Million
183,299 New
183,299 $5.01 Billion

Others Institutions Holding SCHD

# of Institutions
2,005
Shares Held
919M
Call Options Held
4.89M
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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