Spring Vest Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Spring Vest Wealth Management LLC

  • $123 Billion
  • Q2 2025

A detailed history of Spring Vest Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 82,331 shares of SCHD stock, worth $2.24 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares
82,331
Previous 101,347 18.76%
Holding current value
$2.24 Million
Previous $2.83 Billion 23.01%
% of portfolio
1.77%
Previous 2.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$24.32 - $27.87 $462,469 - $529,975
-19,016 Reduced 18.76%
82,331 $2.18 Billion
Q1 2025

May 06, 2025
BUY
$27.01 - $28.54 $38,408 - $40,583
1,422 Added 1.42%
101,347 $2.83 Billion
Q4 2024

Mar 10, 2025
BUY
$26.93 - $84.95 $2.69 Million - $8.49 Million
99,925 New
99,925 $2.73 Billion

Others Institutions Holding SCHD

# of Institutions
2,012
Shares Held
889M
Call Options Held
4.51M
Put Options Held
2.75M
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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