Private Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 2025

A detailed history of Private Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 43 shares of SCHD stock, worth $1,178. This represents 0.0% of its overall portfolio holdings.

Number of Shares
43
Previous 85 49.41%
Holding current value
$1,178
Previous $2.37 Million 51.64%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$24.32 - $27.87 $1,021 - $1,170
-42 Reduced 49.41%
43 $1.15 Million
Q4 2024

Jan 27, 2025
BUY
$26.93 - $84.95 $1,535 - $4,842
57 Added 203.57%
85 $2.31 Million
Q4 2023

Feb 08, 2024
BUY
$66.9 - $76.32 $1,873 - $2,136
28 New
28 $2.11 Million

Others Institutions Holding SCHD

# of Institutions
2,013
Shares Held
891M
Call Options Held
4.51M
Put Options Held
2.75M
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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