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

Jpl Wealth Management, LLC

$371 Billion
Q2 2025

A detailed history of Jpl Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 177,671 shares of SCHD stock, worth $4.78 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

177,671

Previous 173,987 2.12%

Holding current value

$4.78 Million

Previous $4.86 Billion 3.22%

% of portfolio

1.27%

Previous 1.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$24.32 - $27.87 $89,594 - $102,673	3,684 Added 2.12%	177,671 $4.71 Billion
Q1 2025 May 13, 2025	BUY	$27.01 - $28.54 $3.95 Million - $4.18 Million	146,396 Added 530.59%	173,987 $4.86 Billion
Q1 2025 May 06, 2025	SELL	$27.01 - $28.54 $3.71 Million - $3.92 Million	-137,318 Reduced 83.27%	27,591 $2.22 Billion
Q4 2024 Feb 10, 2025	BUY	$26.93 - $84.95 $3.87 Million - $12.2 Million	143,635 Added 675.17%	164,909 $4.51 Billion
Q2 2024 Jul 31, 2024	BUY	$75.81 - $80.15 $365,100 - $386,002	4,816 Added 29.26%	21,274 $1.65 Billion
Q1 2024 May 10, 2024	BUY	$75.25 - $80.63 $17,307 - $18,544	230 Added 1.42%	16,458 $1.33 Billion
Q4 2023 Feb 09, 2024	BUY	$66.9 - $76.32 $1.09 Million - $1.24 Million	16,228 New	16,228 $1.24 Billion

Others Institutions Holding SCHD

# of Institutions

2,004

Shares Held

892M

Call Options Held

5.24M

Put Options Held

2.88M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Jpl Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History