Sar Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Sar Wealth Management Group, LLC

$162 Billion
Q2 2025

A detailed history of Sar Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 430,270 shares of SCHD stock, worth $11.6 Million. This represents 7.03% of its overall portfolio holdings.

Number of Shares

430,270

Previous 423,551 1.59%

Holding current value

$11.6 Million

Previous $11.8 Billion 3.72%

% of portfolio

7.03%

Previous 7.94%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$24.32 - $27.87 $163,406 - $187,258	6,719 Added 1.59%	430,270 $11.4 Billion
Q1 2025 Apr 11, 2025	BUY	$27.01 - $28.54 $266,804 - $281,918	9,878 Added 2.39%	423,551 $11.8 Billion
Q4 2024 Jan 15, 2025	BUY	$26.93 - $84.95 $7.39 Million - $23.3 Million	274,473 Added 197.18%	413,673 $11.3 Billion
Q3 2024 Oct 17, 2024	BUY	$77.02 - $85.06 $128,238 - $141,624	1,665 Added 1.21%	139,200 $11.8 Billion
Q2 2024 Jul 15, 2024	BUY	$75.81 - $80.15 $9.97 Million - $10.5 Million	131,451 Added 2160.6%	137,535 $10.7 Billion
Q1 2024 Apr 15, 2024	BUY	$75.25 - $80.63 $457,821 - $490,552	6,084 New	6,084 $491 Million

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

897M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Sar Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History