Mission Wealth Management, LP Schwab Strategic Tr Us Dividen Transaction History

Mission Wealth Management, LP

$4.95 Billion
Q3 2025

A detailed history of Mission Wealth Management, LP transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mission Wealth Management, LP holds 52,751 shares of SCHD stock, worth $1.44 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

52,751

Previous 29,526 78.66%

Holding current value

$1.44 Million

Previous $782,000 84.14%

% of portfolio

0.03%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$26.38 - $27.95 $612,675 - $649,138	23,225 Added 78.66%	52,751 $1.44 Million
Q2 2025 Aug 05, 2025	BUY	$24.32 - $27.87 $244,391 - $280,065	10,049 Added 51.59%	29,526 $782,000
Q1 2025 Apr 17, 2025	SELL	$27.01 - $28.54 $93,184 - $98,463	-3,450 Reduced 15.05%	19,477 $537,000
Q4 2024 Feb 06, 2025	BUY	$26.93 - $84.95 $439,686 - $1.39 Million	16,327 Added 247.38%	22,927 $626,000
Q3 2024 Oct 31, 2024	SELL	$77.02 - $85.06 $2,387 - $2,636	-31 Reduced 0.47%	6,600 $557,000

Q2 2024 Aug 02, 2024	SELL	$75.81 - $80.15 $8.49 Million - $8.98 Million	-112,033 Reduced 94.41%	6,631 $515,000
Q1 2024 Apr 30, 2024	BUY	$75.25 - $80.63 $8.36 Million - $8.96 Million	111,068 Added 1462.19%	118,664 $9.57 Million
Q4 2023 Feb 05, 2024	BUY	$66.9 - $76.32 $280,980 - $320,544	4,200 Added 123.67%	7,596 $578,000
Q3 2023 Oct 23, 2023	SELL	$70.63 - $75.66 $232,796 - $249,375	-3,296 Reduced 49.25%	3,396 $240,000
Q2 2023 Aug 04, 2023	BUY	$69.18 - $73.94 $462,952 - $494,806	6,692 New	6,692 $485,000
Q2 2021 Aug 10, 2021	SELL	$73.32 - $77.65 $627,692 - $664,761	-8,561 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$63.23 - $73.67 $541,312 - $630,688	8,561 New	8,561 $624,000
Q4 2020 Jan 19, 2021	SELL	$54.8 - $65.16 $352,747 - $419,434	-6,437 Closed	0 $0
Q3 2020 Oct 16, 2020	BUY	$50.37 - $58.54 $324,231 - $376,821	6,437 New	6,437 $356,000

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Mission Wealth Management, LP Schwab Strategic Tr Us Dividen Transaction History