Regimen Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Regimen Wealth, LLC

  • $322 Billion
  • Q2 2025

A detailed history of Regimen Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Regimen Wealth, LLC holds 722,339 shares of SCHD stock, worth $19.2 Million. This represents 5.94% of its overall portfolio holdings.

Number of Shares
722,339
Previous 1,086,139 33.49%
Holding current value
$19.2 Million
Previous $30.4 Billion 36.98%
% of portfolio
5.94%
Previous 9.76%

Shares

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

Aug 06, 2025
SELL
$24.32 - $27.87 $8.85 Million - $10.1 Million
-363,800 Reduced 33.49%
722,339 $19.1 Billion
Q1 2025

May 14, 2025
BUY
$27.01 - $28.54 $656,964 - $694,178
24,323 Added 2.29%
1,086,139 $30.4 Billion
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $18.7 Million - $59 Million
694,159 Added 188.81%
1,061,816 $29 Billion
Q3 2024

Nov 13, 2024
BUY
$77.02 - $85.06 $504,249 - $556,887
6,547 Added 1.81%
367,657 $31.1 Billion
Q2 2024

Aug 14, 2024
SELL
$75.81 - $80.15 $111,592 - $117,980
-1,472 Reduced 0.41%
361,110 $28.1 Billion
Q1 2024

May 14, 2024
BUY
$75.25 - $80.63 $510,044 - $546,510
6,778 Added 1.9%
362,582 $29.2 Billion
Q4 2023

Feb 13, 2024
BUY
$66.9 - $76.32 $5.41 Million - $6.17 Million
80,798 Added 29.38%
355,804 $27.2 Billion
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $1.09 Million - $1.16 Million
15,371 Added 5.92%
275,006 $19.5 Billion
Q2 2023

Aug 08, 2023
BUY
$69.18 - $73.94 $1.52 Million - $1.62 Million
21,962 Added 9.24%
259,635 $18.9 Billion
Q1 2023

May 05, 2023
BUY
$70.28 - $78.03 $13.4 Million - $14.8 Million
190,297 Added 401.67%
237,673 $18.3 Billion
Q4 2022

Feb 06, 2023
BUY
$67.16 - $79.06 $3.18 Million - $3.75 Million
47,376 New
47,376 $3.58 Billion

Others Institutions Holding SCHD

# of Institutions
2,034
Shares Held
840M
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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