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

Ridgecrest Wealth Partners, LLC

$188 Million
Q2 2025

A detailed history of Ridgecrest Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 23,638 shares of SCHD stock, worth $635,389. This represents 0.33% of its overall portfolio holdings.

Number of Shares

23,638

Previous 24,409 3.16%

Holding current value

$635,389

Previous $682,000 8.21%

% of portfolio

0.33%

Previous 0.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$24.32 - $27.87 $18,750 - $21,487	-771 Reduced 3.16%	23,638 $626,000
Q1 2025 Apr 22, 2025	BUY	$27.01 - $28.54 $12,937 - $13,670	479 Added 2.0%	24,409 $682,000
Q4 2024 Jan 22, 2025	BUY	$26.93 - $84.95 $452,747 - $1.43 Million	16,812 Added 236.19%	23,930 $653,000
Q3 2024 Nov 04, 2024	BUY	$77.02 - $85.06 $23,491 - $25,943	305 Added 4.48%	7,118 $601,000
Q2 2024 Aug 05, 2024	BUY	$75.81 - $80.15 $130,772 - $138,258	1,725 Added 33.9%	6,813 $529,000
Q1 2024 Apr 17, 2024	BUY	$75.25 - $80.63 $75 - $80	1 Added 0.02%	5,088 $410,000
Q4 2023 Jan 09, 2024	BUY	$66.9 - $76.32 $340,320 - $388,239	5,087 New	5,087 $387,000

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

896M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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