One Charles Private Wealth Services, LLC Schwab Strategic Tr Us Dividen Transaction History

One Charles Private Wealth Services, LLC

  • $342 Million
  • Q3 2025

A detailed history of One Charles Private Wealth Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 56,849 shares of SCHD stock, worth $1.55 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
56,849
Previous 75,000 24.2%
Holding current value
$1.55 Million
Previous $1.99 Million 21.94%
% of portfolio
0.45%
Previous 0.61%

Shares

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

Nov 12, 2025
SELL
$26.38 - $27.95 $478,823 - $507,320
-18,151 Reduced 24.2%
56,849 $1.55 Million
Q2 2025

Aug 12, 2025
BUY
$24.32 - $27.87 $1.82 Million - $2.09 Million
75,000 New
75,000 $1.99 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
  • Industry ETFs
More about SCHD
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