Paradigm, Strategies In Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Paradigm, Strategies In Wealth Management, LLC

$145 Million
Q2 2025

A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 723,733 shares of SCHD stock, worth $19.2 Million. This represents 13.23% of its overall portfolio holdings.

Number of Shares

723,733

Previous 702,288 3.05%

Holding current value

$19.2 Million

Previous $19.6 Million 2.33%

% of portfolio

13.23%

Previous 13.95%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	BUY	$24.32 - $27.87 $521,542 - $597,672	21,445 Added 3.05%	723,733 $19.2 Million
Q1 2025 May 07, 2025	SELL	$27.01 - $28.54 $34,923 - $36,902	-1,293 Reduced 0.18%	702,288 $19.6 Million
Q4 2024 Jan 14, 2025	BUY	$26.93 - $84.95 $12.4 Million - $39 Million	459,361 Added 188.09%	703,581 $19.2 Million
Q3 2024 Oct 24, 2024	BUY	$77.02 - $85.06 $113,450 - $125,293	1,473 Added 0.61%	244,220 $20.6 Million
Q2 2024 Jul 30, 2024	BUY	$75.81 - $80.15 $1.15 Million - $1.22 Million	15,209 Added 6.68%	242,747 $18.9 Million
Q1 2024 May 02, 2024	BUY	$75.25 - $80.63 $229,964 - $246,405	3,056 Added 1.36%	227,538 $18.3 Million
Q4 2023 Jan 26, 2024	BUY	$66.9 - $76.32 $142,296 - $162,332	2,127 Added 0.96%	224,482 $17.1 Million
Q3 2023 Oct 25, 2023	BUY	$70.63 - $75.66 $575,351 - $616,326	8,146 Added 3.8%	222,355 $15.7 Million
Q2 2023 Jul 19, 2023	BUY	$69.18 - $73.94 $2.28 Million - $2.44 Million	32,964 Added 18.19%	214,209 $15.6 Million
Q1 2023 May 02, 2023	BUY	$70.28 - $78.03 $569,619 - $632,433	8,105 Added 4.68%	181,245 $13.3 Million
Q4 2022 Jan 20, 2023	BUY	$67.16 - $79.06 $1.69 Million - $1.99 Million	25,178 Added 17.02%	173,140 $0
Q3 2022 Nov 09, 2022	BUY	$66.43 - $77.87 $710,468 - $832,819	10,695 Added 7.79%	147,962 $9.83 Million
Q2 2022 Jul 18, 2022	BUY	$70.31 - $80.24 $558,542 - $637,426	7,944 Added 6.14%	137,267 $9.83 Million
Q1 2022 Apr 18, 2022	BUY	$75.14 - $81.94 $17,056 - $18,600	227 Added 0.18%	129,323 $10.2 Million
Q4 2021 Feb 08, 2022	BUY	$74.93 - $80.86 $117,190 - $126,465	1,564 Added 1.23%	129,096 $10.4 Million
Q3 2021 Oct 15, 2021	BUY	$74.23 - $78.13 $126,191 - $132,821	1,700 Added 1.35%	127,532 $9.47 Million
Q2 2021 Jul 30, 2021	SELL	$73.32 - $77.65 $71,193 - $75,398	-971 Reduced 0.77%	125,832 $9.52 Million
Q1 2021 Apr 29, 2021	BUY	$63.23 - $73.67 $8.02 Million - $9.34 Million	126,803 New	126,803 $9.25 Million

Others Institutions Holding SCHD

# of Institutions

2,015

Shares Held

843M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Paradigm, Strategies In Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History