Mpwm Advisory Solutions, LLC Schwab Strategic Tr Us Dividen Transaction History

Mpwm Advisory Solutions, LLC

  • $168 Billion
  • Q3 2025

A detailed history of Mpwm Advisory Solutions, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mpwm Advisory Solutions, LLC holds 270 shares of SCHD stock, worth $7,354. This represents 0.0% of its overall portfolio holdings.

Number of Shares
270
Previous 426 36.62%
Holding current value
$7,354
Previous $11.3 Million 34.71%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2025
SELL
$26.38 - $27.95 $4,115 - $4,360
-156 Reduced 36.62%
270 $7.37 Million
Q2 2025

Aug 14, 2025
SELL
$24.32 - $27.87 $64,253 - $73,632
-2,642 Reduced 86.11%
426 $11.3 Million
Q1 2025

May 15, 2025
SELL
$27.01 - $28.54 $3,241 - $3,424
-120 Reduced 3.76%
3,068 $85.8 Million
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $85,852 - $270,820
3,188 New
3,188 $87.1 Million

Others Institutions Holding SCHD

# of Institutions
2,058
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
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More about SCHD
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