Semus Wealth Partners LLC Schwab Strategic Tr Us Dividen Transaction History

Semus Wealth Partners LLC

  • $154 Billion
  • Q2 2025

A detailed history of Semus Wealth Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Semus Wealth Partners LLC holds 51,033 shares of SCHD stock, worth $1.35 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
51,033
Previous 50,613 0.83%
Holding current value
$1.35 Million
Previous $1.42 Billion 4.44%
% of portfolio
0.88%
Previous 0.99%

Shares

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

Aug 11, 2025
BUY
$24.32 - $27.87 $10,214 - $11,705
420 Added 0.83%
51,033 $1.35 Billion
Q1 2025

May 07, 2025
SELL
$27.01 - $28.54 $26,577 - $28,083
-984 Reduced 1.91%
50,613 $1.42 Billion
Q4 2024

Jan 31, 2025
BUY
$26.93 - $84.95 $923,160 - $2.91 Million
34,280 Added 197.96%
51,597 $1.41 Billion
Q3 2024

Nov 07, 2024
SELL
$77.02 - $85.06 $58,535 - $64,645
-760 Reduced 4.2%
17,317 $1.46 Billion
Q2 2024

Jul 31, 2024
SELL
$75.81 - $80.15 $251,461 - $265,857
-3,317 Reduced 15.5%
18,077 $1.41 Billion
Q1 2024

May 07, 2024
SELL
$75.25 - $80.63 $1.41 Million - $1.51 Million
-18,728 Reduced 46.68%
21,394 $1.73 Billion
Q4 2023

Jan 23, 2024
SELL
$66.9 - $76.32 $500,880 - $571,407
-7,487 Reduced 15.73%
40,122 $3.05 Billion
Q3 2023

Oct 31, 2023
SELL
$70.63 - $75.66 $21,895 - $23,454
-310 Reduced 0.65%
47,609 $3.37 Billion
Q2 2023

Aug 01, 2023
BUY
$69.18 - $73.94 $372,811 - $398,462
5,389 Added 12.67%
47,919 $3.48 Billion
Q1 2023

Apr 24, 2023
BUY
$70.28 - $78.03 $511,568 - $567,980
7,279 Added 20.65%
42,530 $3.11 Billion
Q4 2022

Feb 08, 2023
BUY
$67.16 - $79.06 $2.37 Million - $2.79 Million
35,251 New
35,251 $2.66 Billion

Others Institutions Holding SCHD

# of Institutions
2,014
Shares Held
885M
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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