New Insight Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History

New Insight Wealth Advisors

$243 Billion
Q2 2025

A detailed history of New Insight Wealth Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, New Insight Wealth Advisors holds 580,869 shares of SCHD stock, worth $15.9 Million. This represents 6.33% of its overall portfolio holdings.

Number of Shares

580,869

Previous 599,461 3.1%

Holding current value

$15.9 Million

Previous $16.8 Billion 8.16%

% of portfolio

6.33%

Previous 7.61%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$24.32 - $27.87 $452,157 - $518,159	-18,592 Reduced 3.1%	580,869 $15.4 Billion
Q1 2025 Apr 30, 2025	BUY	$27.01 - $28.54 $2.08 Million - $2.2 Million	77,081 Added 14.76%	599,461 $16.8 Billion
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $9.62 Million - $30.4 Million	357,380 Added 216.59%	522,380 $14.3 Billion
Q3 2024 Nov 13, 2024	BUY	$77.02 - $85.06 $927,397 - $1.02 Million	12,041 Added 7.87%	165,000 $13.9 Billion
Q2 2024 Aug 15, 2024	BUY	$75.81 - $80.15 $886,218 - $936,953	11,690 Added 8.27%	152,959 $11.9 Billion
Q1 2024 May 08, 2024	BUY	$75.25 - $80.63 $77,959 - $83,532	1,036 Added 0.74%	141,269 $11.4 Billion
Q4 2023 May 08, 2024	BUY	$66.9 - $76.32 $9.38 Million - $10.7 Million	140,233 New	140,233 $10.7 Billion

Others Institutions Holding SCHD

# of Institutions

2,005

Shares Held

919M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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New Insight Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History