Smallwood Wealth Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Smallwood Wealth Investment Management, LLC

  • $152 Million
  • Q1 2025

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 2,688 shares of SCHD stock, worth $69,404. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,688
Holding current value
$69,404
% of portfolio
0.05%

Shares

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

Apr 25, 2025
BUY
$27.01 - $28.54 $72,602 - $76,715
2,688 New
2,688 $75,000

Others Institutions Holding SCHD

# of Institutions
1,993
Shares Held
885M
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
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