Martel Wealth Advisors Inc Schwab Strategic Tr Us Dividen Transaction History

Martel Wealth Advisors Inc

  • $571 Billion
  • Q3 2025

A detailed history of Martel Wealth Advisors Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 7,719 shares of SCHD stock, worth $210,265. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,719
Previous 7,684 0.46%
Holding current value
$210,265
Previous $204 Million 3.49%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$26.38 - $27.95 $923 - $978
35 Added 0.46%
7,719 $211 Million
Q2 2025

Jul 17, 2025
BUY
$24.32 - $27.87 $186,874 - $214,153
7,684 New
7,684 $204 Million

Others Institutions Holding SCHD

# of Institutions
2,057
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
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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