Olistico Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Olistico Wealth, LLC

  • $180 Billion
  • Q2 2025

A detailed history of Olistico Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Olistico Wealth, LLC holds 78,996 shares of SCHD stock, worth $2.16 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
78,996
Previous 20,114 292.74%
Holding current value
$2.16 Million
Previous $562 Million 272.22%
% of portfolio
1.16%
Previous 0.35%

Shares

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

Jul 22, 2025
BUY
$24.32 - $27.87 $1.43 Million - $1.64 Million
58,882 Added 292.74%
78,996 $2.09 Billion
Q1 2025

Apr 29, 2025
BUY
$27.01 - $28.54 $513,081 - $542,145
18,996 Added 1699.11%
20,114 $562 Million
Q4 2024

Jan 17, 2025
BUY
$26.93 - $84.95 $20,143 - $63,542
748 Added 202.16%
1,118 $30.6 Million
Q3 2024

Oct 08, 2024
BUY
$77.02 - $85.06 $308 - $340
4 Added 1.09%
370 $31.3 Million
Q2 2024

Jul 09, 2024
BUY
$75.81 - $80.15 $27,746 - $29,334
366 New
366 $28.5 Million

Others Institutions Holding SCHD

# of Institutions
2,000
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
Track This Portfolio

Track Olistico Wealth, LLC Portfolio

Follow Olistico Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Olistico Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Olistico Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email