Shakespeare Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Shakespeare Wealth Management, Inc.

  • $371 Million
  • Q1 2025

A detailed history of Shakespeare Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 12,927 shares of SCHD stock, worth $338,299. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,927
Previous 13,300 2.8%
Holding current value
$338,299
Previous $363,000 0.55%
% of portfolio
0.1%
Previous 0.1%

Shares

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

May 15, 2025
SELL
$27.01 - $28.54 $10,074 - $10,645
-373 Reduced 2.8%
12,927 $361,000
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $242,127 - $763,785
8,991 Added 208.66%
13,300 $363,000
Q2 2024

Aug 13, 2024
BUY
$75.81 - $80.15 $326,665 - $345,366
4,309 New
4,309 $335,000

Others Institutions Holding SCHD

# of Institutions
1,999
Shares Held
888M
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
Track This Portfolio

Track Shakespeare Wealth Management, Inc. Portfolio

Follow Shakespeare Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shakespeare Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Shakespeare Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email