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

Mission Wealth Management, LP

  • $4.6 Billion
  • Q2 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 29,526 shares of SCHD stock, worth $793,658. This represents 0.02% of its overall portfolio holdings.

Number of Shares
29,526
Previous 19,477 51.59%
Holding current value
$793,658
Previous $537,000 45.62%
% of portfolio
0.02%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,000
Shares Held
897M
Call Options Held
4.42M
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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