Rvw Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Rvw Wealth, LLC

  • $976 Million
  • Q1 2025

A detailed history of Rvw Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rvw Wealth, LLC holds 188,493 shares of SCHD stock, worth $4.93 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
188,493
Previous 655,766 71.26%
Holding current value
$4.93 Million
Previous $17.9 Million 70.58%
% of portfolio
0.54%
Previous 1.79%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$27.01 - $28.54 $12.6 Million - $13.3 Million
-467,273 Reduced 71.26%
188,493 $5.27 Million
Q4 2024

Jan 23, 2025
BUY
$26.93 - $84.95 $11.5 Million - $36.4 Million
428,693 Added 188.79%
655,766 $17.9 Million
Q3 2024

Oct 15, 2024
BUY
$77.02 - $85.06 $371,159 - $409,904
4,819 Added 2.17%
227,073 $19.2 Million
Q2 2024

Jul 08, 2024
BUY
$75.81 - $80.15 $557,809 - $589,743
7,358 Added 3.42%
222,254 $17.3 Million
Q1 2024

Apr 05, 2024
BUY
$75.25 - $80.63 $882,532 - $945,628
11,728 Added 5.77%
214,896 $17.3 Million
Q4 2023

Jan 08, 2024
SELL
$66.9 - $76.32 $554,199 - $632,234
-8,284 Reduced 3.92%
203,168 $15.5 Million
Q3 2023

Oct 12, 2023
SELL
$70.63 - $75.66 $7.3 Million - $7.82 Million
-103,384 Reduced 32.84%
211,452 $15 Million
Q2 2023

Jul 06, 2023
BUY
$69.18 - $73.94 $10.6 Million - $11.3 Million
153,397 Added 95.02%
314,836 $22.9 Million
Q1 2023

Apr 11, 2023
BUY
$70.28 - $78.03 $10.6 Million - $11.7 Million
150,488 Added 1374.19%
161,439 $11.8 Million
Q4 2022

Jan 12, 2023
SELL
$67.16 - $79.06 $819,956 - $965,243
-12,209 Reduced 52.72%
10,951 $0
Q3 2022

Oct 13, 2022
SELL
$66.43 - $77.87 $91,606 - $107,382
-1,379 Reduced 5.62%
23,160 $1.54 Million
Q2 2022

Jul 13, 2022
BUY
$70.31 - $80.24 $1.73 Million - $1.97 Million
24,539 New
24,539 $1.76 Million

Others Institutions Holding SCHD

# of Institutions
1,995
Shares Held
887M
Call Options Held
4.89M
Put Options Held
2.23M
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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