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

Precedent Wealth Partners, LLC

$454 Billion
Q3 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 49,270 shares of SCHD stock, worth $1.31 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

49,270

Previous 52,168 5.56%

Holding current value

$1.31 Million

Previous $1.38 Billion 2.7%

% of portfolio

0.3%

Previous 0.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$26.38 - $27.95 $76,449 - $80,999	-2,898 Reduced 5.56%	49,270 $1.35 Billion
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

2,028

Shares Held

838M

Call Options Held

4.51M

Put Options Held

2.75M

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About SCHWAB STRATEGIC TR US DIVIDEN

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