Serenus Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Serenus Wealth Advisors, LLC

  • $585 Billion
  • Q3 2025

A detailed history of Serenus Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 12,783 shares of SCHD stock, worth $348,208. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,783
Previous 8,883 43.9%
Holding current value
$348,208
Previous $235 Million 48.25%
% of portfolio
0.06%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$26.38 - $27.95 $102,882 - $109,005
3,900 Added 43.9%
12,783 $349 Million
Q4 2024

Jan 28, 2025
BUY
$26.93 - $84.95 $239,219 - $754,610
8,883 New
8,883 $243 Million

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
873M
Call Options Held
4.95M
Put Options Held
2.61M
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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