Straight Path Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Straight Path Wealth Management

$262 Million
Q2 2025

A detailed history of Straight Path Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Straight Path Wealth Management holds 11,760 shares of SCHD stock, worth $322,341. This represents 0.12% of its overall portfolio holdings.

Number of Shares

11,760

Previous 12,087 2.71%

Holding current value

$322,341

Previous $337,000 7.72%

% of portfolio

0.12%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$24.32 - $27.87 $7,952 - $9,113	-327 Reduced 2.71%	11,760 $311,000
Q4 2024 Feb 06, 2025	BUY	$26.93 - $84.95 $203,483 - $641,882	7,556 Added 166.76%	12,087 $330,000
Q3 2024 Nov 06, 2024	BUY	$77.02 - $85.06 $47,059 - $51,971	611 Added 15.59%	4,531 $383,000
Q2 2024 Aug 15, 2024	SELL	$75.81 - $80.15 $682 - $721	-9 Reduced 0.23%	3,920 $304,000
Q4 2023 Jan 23, 2024	BUY	$66.9 - $76.32 $602 - $686	9 Added 0.23%	3,929 $299,000
Q3 2023 Oct 31, 2023	BUY	$70.63 - $75.66 $276,869 - $296,587	3,920 New	3,920 $277,000

Others Institutions Holding SCHD

# of Institutions

2,013

Shares Held

891M

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

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Straight Path Wealth Management Schwab Strategic Tr Us Dividen Transaction History