Northwest Quadrant Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Northwest Quadrant Wealth Management, LLC

  • $426 Million
  • Q1 2025

A detailed history of Northwest Quadrant Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Northwest Quadrant Wealth Management, LLC holds 1,497,709 shares of SCHD stock, worth $40.9 Million. This represents 9.83% of its overall portfolio holdings.

Number of Shares
1,497,709
Previous 1,188,457 26.02%
Holding current value
$40.9 Million
Previous $32.5 Million 28.97%
% of portfolio
9.83%
Previous 7.39%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$27.01 - $28.54 $8.35 Million - $8.83 Million
309,252 Added 26.02%
1,497,709 $41.9 Million
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $21.8 Million - $68.7 Million
808,651 Added 212.91%
1,188,457 $32.5 Million
Q3 2024

Oct 04, 2024
BUY
$77.02 - $85.06 $859,466 - $949,184
11,159 Added 3.03%
379,806 $32.1 Million
Q2 2024

Jul 12, 2024
BUY
$75.81 - $80.15 $1.1 Million - $1.16 Million
14,498 Added 4.09%
368,647 $28.7 Million
Q1 2024

Apr 12, 2024
BUY
$75.25 - $80.63 $1.45 Million - $1.56 Million
19,326 Added 5.77%
354,149 $28.6 Million
Q4 2023

Jan 09, 2024
BUY
$66.9 - $76.32 $1.49 Million - $1.7 Million
22,280 Added 7.13%
334,823 $25.5 Million
Q3 2023

Oct 10, 2023
BUY
$70.63 - $75.66 $22.1 Million - $23.6 Million
312,543 New
312,543 $22.1 Million

Others Institutions Holding SCHD

# of Institutions
2,004
Shares Held
918M
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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