Sheets Smith Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Sheets Smith Wealth Management

  • $856 Million
  • Q3 2025

A detailed history of Sheets Smith Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sheets Smith Wealth Management holds 254,168 shares of SCHD stock, worth $6.92 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
254,168
Previous 290,762 12.59%
Holding current value
$6.92 Million
Previous $7.71 Million 9.95%
% of portfolio
0.81%
Previous 0.93%

Shares

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

Oct 16, 2025
SELL
$26.38 - $27.95 $965,349 - $1.02 Million
-36,594 Reduced 12.59%
254,168 $6.94 Million
Q2 2025

Jul 15, 2025
BUY
$24.32 - $27.87 $97,304 - $111,507
4,001 Added 1.4%
290,762 $7.71 Million
Q1 2025

Apr 23, 2025
SELL
$27.01 - $28.54 $1.24 Million - $1.31 Million
-46,010 Reduced 13.83%
286,761 $8.02 Million
Q4 2024

Jan 17, 2025
BUY
$26.93 - $84.95 $5.97 Million - $18.8 Million
221,710 Added 199.63%
332,771 $9.09 Million
Q3 2024

Nov 01, 2024
SELL
$77.02 - $85.06 $165,053 - $182,283
-2,143 Reduced 1.89%
111,061 $9.39 Million
Q2 2024

Jul 30, 2024
SELL
$75.81 - $80.15 $141,309 - $149,399
-1,864 Reduced 1.62%
113,204 $8.8 Million
Q1 2024

May 08, 2024
SELL
$75.25 - $80.63 $65,317 - $69,986
-868 Reduced 0.75%
115,068 $9.28 Million
Q4 2023

Feb 06, 2024
SELL
$66.9 - $76.32 $85,565 - $97,613
-1,279 Reduced 1.09%
115,936 $8.83 Million
Q3 2023

Oct 23, 2023
BUY
$70.63 - $75.66 $135,397 - $145,040
1,917 Added 1.66%
117,215 $8.29 Million
Q2 2023

Aug 09, 2023
SELL
$69.18 - $73.94 $899 - $961
-13 Reduced 0.01%
115,298 $8.37 Million
Q1 2023

May 26, 2023
BUY
$70.28 - $78.03 $8.1 Million - $8.99 Million
115,238 Added 157860.27%
115,311 $8.44 Million
Q1 2023

May 12, 2023
SELL
$70.28 - $78.03 $8.32 Million - $9.24 Million
-118,414 Reduced 99.94%
73 $5,000
Q4 2022

Mar 08, 2023
BUY
$67.16 - $79.06 $18,133 - $21,346
270 Added 0.23%
118,487 $8.95 Million
Q3 2022

Nov 01, 2022
BUY
$66.43 - $77.87 $39,592 - $46,410
596 Added 0.51%
118,217 $7.85 Million
Q2 2022

Jul 27, 2022
BUY
$70.31 - $80.24 $273,294 - $311,892
3,887 Added 3.42%
117,621 $8.43 Million
Q1 2022

May 02, 2022
BUY
$75.14 - $81.94 $1.34 Million - $1.46 Million
17,839 Added 18.6%
113,734 $8.97 Million
Q4 2021

Jan 20, 2022
BUY
$74.93 - $80.86 $115,542 - $124,686
1,542 Added 1.63%
95,895 $7.75 Million
Q3 2021

Oct 15, 2021
SELL
$74.23 - $78.13 $154,324 - $162,432
-2,079 Reduced 2.16%
94,353 $7.01 Million
Q2 2021

Aug 03, 2021
BUY
$73.32 - $77.65 $1.08 Million - $1.14 Million
14,719 Added 18.01%
96,432 $7.29 Million
Q1 2021

Apr 23, 2021
BUY
$63.23 - $73.67 $137,525 - $160,232
2,175 Added 2.73%
81,713 $5.96 Million
Q4 2020

Jan 13, 2021
SELL
$54.8 - $65.16 $48,388 - $57,536
-883 Reduced 1.1%
79,538 $5.1 Million
Q3 2020

Oct 26, 2020
SELL
$50.37 - $58.54 $394,548 - $458,543
-7,833 Reduced 8.88%
80,421 $4.45 Million
Q2 2020

Jul 17, 2020
SELL
$43.56 - $56.5 $144,837 - $187,862
-3,325 Reduced 3.63%
88,254 $4.57 Million
Q1 2020

Apr 28, 2020
BUY
$39.5 - $59.28 $2.61 Million - $3.92 Million
66,085 Added 259.22%
91,579 $4.12 Million
Q4 2019

Jan 24, 2020
BUY
$52.87 - $58.15 $98,972 - $108,856
1,872 Added 7.92%
25,494 $1.48 Million
Q3 2019

Oct 28, 2019
BUY
$54.39 - $55.76 $68,912 - $70,647
1,267 Added 5.67%
23,622 $1.29 Million
Q2 2019

Jul 12, 2019
BUY
N/A
963 Added 4.5%
22,355 $1.19 Million
Q1 2019

May 13, 2019
SELL
N/A
-147 Reduced 0.68%
21,392 $1.12 Million
Q4 2018

Jan 11, 2019
BUY
N/A
3,543 Added 19.69%
21,539 $1.01 Million
Q3 2018

Oct 15, 2018
BUY
N/A
3,184 Added 21.5%
17,996 $954,000
Q2 2018

Jul 26, 2018
BUY
N/A
3,325 Added 28.95%
14,812 $730,000
Q1 2018

Apr 09, 2018
BUY
N/A
11,487 New
11,487 $563,000

Others Institutions Holding SCHD

# of Institutions
2,057
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
Track This Portfolio

Track Sheets Smith Wealth Management Portfolio

Follow Sheets Smith Wealth Management 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 Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email