Mowery & Schoenfeld Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $65.9 Billion
  • Q2 2025

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 344 shares of SCHD stock, worth $9,246. This represents 0.01% of its overall portfolio holdings.

Number of Shares
344
Previous 336 2.38%
Holding current value
$9,246
Previous $9.4 Million 3.09%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$24.32 - $27.87 $194 - $222
8 Added 2.38%
344 $9.11 Million
Q1 2025

May 05, 2025
BUY
$27.01 - $28.54 $9,075 - $9,589
336 New
336 $9.4 Million
Q1 2024

May 14, 2024
SELL
$75.25 - $80.63 $8,954 - $9,594
-119 Closed
0 $0
Q4 2023

May 14, 2024
BUY
$66.9 - $76.32 $7,961 - $9,082
119 New
119 $9.06 Million

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
895M
Call Options Held
4.52M
Put Options Held
2.31M
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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