Litman Gregory Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Litman Gregory Wealth Management LLC

$1.27 Billion
Q2 2025

A detailed history of Litman Gregory Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 10,913 shares of SCHD stock, worth $299,125. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,913

Previous 10,839 0.68%

Holding current value

$299,125

Previous $303,000 4.62%

% of portfolio

0.02%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$24.32 - $27.87 $1,799 - $2,062	74 Added 0.68%	10,913 $289,000
Q1 2025 May 02, 2025	BUY	$27.01 - $28.54 $1,782 - $1,883	66 Added 0.61%	10,839 $303,000
Q4 2024 Jan 23, 2025	BUY	$26.93 - $84.95 $290,116 - $915,166	10,773 New	10,773 $294,000
Q2 2022 Jul 21, 2022	SELL	$70.31 - $80.24 $281,240 - $320,960	-4,000 Reduced 21.39%	14,700 $1.05 Million
Q1 2022 May 04, 2022	BUY	$75.14 - $81.94 $721,344 - $786,624	9,600 Added 105.49%	18,700 $1.48 Million
Q4 2021 Feb 10, 2022	BUY	$74.93 - $80.86 $415,861 - $448,773	5,550 Added 156.34%	9,100 $736,000
Q3 2021 Nov 03, 2021	BUY	$74.23 - $78.13 $263,516 - $277,361	3,550 New	3,550 $264,000
Q2 2021 Jul 27, 2021	SELL	$73.32 - $77.65 $140,041 - $148,311	-1,910 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$63.23 - $73.67 $92,315 - $107,558	1,460 Added 324.44%	1,910 $139,000
Q4 2020 Feb 05, 2021	BUY	$54.8 - $65.16 $24,660 - $29,322	450 New	450 $29,000

Others Institutions Holding SCHD

# of Institutions

2,015

Shares Held

890M

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 Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Account

Litman Gregory Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History