Sk Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Sk Wealth Management, LLC

  • $268 Billion
  • Q3 2025

A detailed history of Sk Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sk Wealth Management, LLC holds 11,771 shares of SCHD stock, worth $320,642. This represents 0.12% of its overall portfolio holdings.

Number of Shares
11,771
Previous 12,043 2.26%
Holding current value
$320,642
Previous $329 Million 3.3%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Oct 10, 2025
SELL
$26.38 - $27.95 $7,175 - $7,602
-272 Reduced 2.26%
11,771 $318 Million
Q2 2025

Jul 10, 2025
BUY
$24.32 - $27.87 $2,991 - $3,428
123 Added 1.03%
12,043 $329 Million
Q1 2025

Apr 22, 2025
SELL
$27.01 - $28.54 $108,229 - $114,359
-4,007 Reduced 25.16%
11,920 $298 Million
Q4 2024

Mar 03, 2025
SELL
$26.93 - $84.95 $3,904 - $12,317
-145 Reduced 0.9%
15,927 $435 Million
Q3 2024

Dec 30, 2024
BUY
$77.02 - $85.06 $1.24 Million - $1.37 Million
16,072 New
16,072 $441 Million

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
872M
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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