Ridgeline Wealth Planning, LLC Schwab Strategic Tr Us Dividen Transaction History

Ridgeline Wealth Planning, LLC

  • $121 Billion
  • Q2 2025

A detailed history of Ridgeline Wealth Planning, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 15,353 shares of SCHD stock, worth $407,929. This represents 0.33% of its overall portfolio holdings.

Number of Shares
15,353
Previous 16,827 8.76%
Holding current value
$407,929
Previous $470 Million 13.53%
% of portfolio
0.33%
Previous 0.46%

Shares

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

Jul 24, 2025
SELL
$24.32 - $27.87 $35,847 - $41,080
-1,474 Reduced 8.76%
15,353 $407 Million
Q1 2025

Apr 30, 2025
SELL
$27.01 - $28.54 $18,825 - $19,892
-697 Reduced 3.98%
16,827 $470 Million
Q4 2024

Jan 29, 2025
BUY
$26.93 - $84.95 $471,921 - $1.49 Million
17,524 New
17,524 $479 Million

Others Institutions Holding SCHD

# of Institutions
2,022
Shares Held
839M
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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