Precedent Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Precedent Wealth Partners, LLC

$408 Billion
Q2 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 52,168 shares of SCHD stock, worth $1.4 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

52,168

Previous 52,895 1.37%

Holding current value

$1.4 Million

Previous $1.48 Billion 6.52%

% of portfolio

0.34%

Previous 0.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$24.32 - $27.87 $17,680 - $20,261	-727 Reduced 1.37%	52,168 $1.38 Billion
Q1 2025 Apr 17, 2025	BUY	$27.01 - $28.54 $809,705 - $855,572	29,978 Added 130.81%	52,895 $1.48 Billion
Q4 2024 Jan 21, 2025	BUY	$26.93 - $84.95 $388,734 - $1.23 Million	14,435 Added 170.18%	22,917 $626 Million
Q3 2024 Oct 17, 2024	BUY	$77.02 - $85.06 $144,874 - $159,997	1,881 Added 28.5%	8,482 $717 Million
Q2 2024 Jul 23, 2024	BUY	$75.81 - $80.15 $300,586 - $317,794	3,965 Added 150.42%	6,601 $513 Million
Q1 2024 Apr 23, 2024	SELL	$75.25 - $80.63 $22,123 - $23,705	-294 Reduced 10.03%	2,636 $213 Million
Q4 2023 Jan 18, 2024	BUY	$66.9 - $76.32 $196,017 - $223,617	2,930 New	2,930 $223 Million

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

897M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Account

Precedent Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History