A detailed history of Stillwater Wealth Management Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stillwater Wealth Management Group holds 16,738 shares of SCHD stock, worth $438,033. This represents 0.41% of its overall portfolio holdings.

Number of Shares
16,738
Previous 11,330 47.73%
Holding current value
$438,033
Previous $310 Million 51.19%
% of portfolio
0.41%
Previous 0.28%

Shares

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

May 01, 2025

BUY
$27.01 - $28.54 $146,070 - $154,344
5,408 Added 47.73%
16,738 $468 Million
Q4 2024

Apr 14, 2025

BUY
$26.93 - $84.95 $305,116 - $962,483
11,330 New
11,330 $310 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Stillwater Wealth Management Group Portfolio

Follow Stillwater Wealth Management Group 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 Stillwater Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Stillwater Wealth Management Group with notifications on news.