Robertson Stephens Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Robertson Stephens Wealth Management, LLC

$3.07 Billion
Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 159,027 shares of SCHD stock, worth $4.23 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

159,027

Previous 152,107 4.55%

Holding current value

$4.23 Million

Previous $4.2 Million 0.45%

% of portfolio

0.14%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$24.32 - $27.87 $168,294 - $192,860	6,920 Added 4.55%	159,027 $4.21 Million
Q1 2025 Apr 17, 2025	BUY	$27.01 - $28.54 $250,193 - $264,366	9,263 Added 6.48%	152,107 $4.2 Million
Q4 2024 Jan 27, 2025	BUY	$26.93 - $84.95 $2.68 Million - $8.46 Million	99,629 Added 230.54%	142,844 $3.9 Million
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $81,641 - $90,163	1,060 Added 2.51%	43,215 $3.65 Million
Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $2.97 Million - $3.14 Million	39,124 Added 1290.8%	42,155 $3.28 Million
Q1 2024 May 15, 2024	BUY	$75.25 - $80.63 $228,082 - $244,389	3,031 New	3,031 $244,000

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

Ticker SCHD
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Robertson Stephens Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History