Spire Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Spire Wealth Management

$2.7 Billion
Q2 2025

A detailed history of Spire Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Spire Wealth Management holds 190,652 shares of SCHD stock, worth $5.07 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

190,652

Previous 289,923 34.24%

Holding current value

$5.07 Million

Previous $8.11 Million 37.68%

% of portfolio

0.19%

Previous 0.27%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$24.32 - $27.87 $2.41 Million - $2.77 Million	-99,271 Reduced 34.24%	190,652 $5.05 Million
Q1 2025 Apr 23, 2025	BUY	$27.01 - $28.54 $238,147 - $251,637	8,817 Added 3.14%	289,923 $8.11 Million
Q4 2024 Jan 24, 2025	BUY	$26.93 - $84.95 $4.95 Million - $15.6 Million	183,698 Added 188.59%	281,106 $7.68 Million
Q3 2024 Oct 15, 2024	BUY	$77.02 - $85.06 $152,114 - $167,993	1,975 Added 2.07%	97,408 $8.23 Million
Q2 2024 Jul 31, 2024	SELL	$75.81 - $80.15 $245,624 - $259,686	-3,240 Reduced 3.28%	95,433 $7.42 Million
Q1 2024 Apr 24, 2024	BUY	$75.25 - $80.63 $196,402 - $210,444	2,610 Added 2.72%	98,673 $7.96 Million
Q4 2023 Feb 06, 2024	BUY	$66.9 - $76.32 $354,503 - $404,419	5,299 Added 5.84%	96,063 $7.31 Million
Q3 2023 Nov 08, 2023	BUY	$70.63 - $75.66 $237,952 - $254,898	3,369 Added 3.85%	90,764 $6.42 Million
Q2 2023 Aug 09, 2023	BUY	$69.18 - $73.94 $547,905 - $585,604	7,920 Added 9.97%	87,395 $6.35 Million
Q1 2023 May 09, 2023	BUY	$70.28 - $78.03 $2.23 Million - $2.47 Million	31,667 Added 66.24%	79,475 $5.81 Million
Q4 2022 Feb 03, 2023	BUY	$67.16 - $79.06 $890,743 - $1.05 Million	13,263 Added 38.39%	47,808 $3.61 Million
Q3 2022 Nov 07, 2022	BUY	$66.43 - $77.87 $184,741 - $216,556	2,781 Added 8.76%	34,545 $2.3 Million
Q2 2022 Jul 22, 2022	BUY	$70.31 - $80.24 $374,541 - $427,438	5,327 Added 20.15%	31,764 $2.28 Million
Q1 2022 Apr 18, 2022	SELL	$75.14 - $81.94 $4.46 Million - $4.86 Million	-59,370 Reduced 69.19%	26,437 $2.09 Million
Q4 2021 Jan 14, 2022	BUY	$74.93 - $80.86 $5.37 Million - $5.8 Million	71,687 Added 507.7%	85,807 $6.94 Million
Q3 2021 Oct 22, 2021	SELL	$74.23 - $78.13 $49,511 - $52,112	-667 Reduced 4.51%	14,120 $1.05 Million
Q2 2021 Jul 26, 2021	SELL	$73.32 - $77.65 $4.37 Million - $4.63 Million	-59,573 Reduced 80.11%	14,787 $1.12 Million
Q1 2021 May 21, 2021	BUY	$63.23 - $73.67 $4.67 Million - $5.44 Million	73,865 Added 14922.22%	74,360 $5.47 Million
Q1 2021 May 07, 2021	BUY	$63.23 - $73.67 $31,298 - $36,466	495 New	495 $36,000

Others Institutions Holding SCHD

# of Institutions

2,015

Shares Held

843M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Schwab Strategic Tr Us Dividen Transaction History