Omni 360 Wealth, Inc. Schwab Strategic Tr Us Dividen Transaction History

Omni 360 Wealth, Inc.

$171 Billion
Q1 2025

A detailed history of Omni 360 Wealth, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 62,979 shares of SCHD stock, worth $1.65 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

62,979

Previous 67,892 7.24%

Holding current value

$1.65 Million

Previous $1.85 Billion 5.06%

% of portfolio

1.03%

Previous 1.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$27.01 - $28.54 $132,700 - $140,217	-4,913 Reduced 7.24%	62,979 $1.76 Billion
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $1.22 Million - $3.86 Million	45,455 Added 202.59%	67,892 $1.85 Billion
Q3 2024 Oct 24, 2024	SELL	$77.02 - $85.06 $55,916 - $61,753	-726 Reduced 3.13%	22,437 $1.9 Billion
Q2 2024 Jul 19, 2024	SELL	$75.81 - $80.15 $186,871 - $197,569	-2,465 Reduced 9.62%	23,163 $1.8 Billion
Q1 2024 Apr 19, 2024	BUY	$75.25 - $80.63 $89,999 - $96,433	1,196 Added 4.9%	25,628 $2.07 Billion
Q4 2023 Feb 08, 2024	BUY	$66.9 - $76.32 $1.63 Million - $1.86 Million	24,432 New	24,432 $1.86 Billion

Others Institutions Holding SCHD

# of Institutions

1,997

Shares Held

888M

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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Omni 360 Wealth, Inc. Schwab Strategic Tr Us Dividen Transaction History