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

Paradigm, Strategies In Wealth Management, LLC

  • $141 Million
  • Q1 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 702,288 shares of SCHD stock, worth $19.2 Million. This represents 13.95% of its overall portfolio holdings.

Number of Shares
702,288
Previous 703,581 0.18%
Holding current value
$19.2 Million
Previous $19.2 Million 2.15%
% of portfolio
13.95%
Previous 13.31%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,005
Shares Held
919M
Call Options Held
4.89M
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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