Summit Wealth Group LLC / CO Schwab Strategic Tr Us Dividen Transaction History

Summit Wealth Group LLC / CO

  • $398 Billion
  • Q2 2025

A detailed history of Summit Wealth Group LLC / CO transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 835,035 shares of SCHD stock, worth $22.2 Million. This represents 5.56% of its overall portfolio holdings.

Number of Shares
835,035
Holding current value
$22.2 Million
% of portfolio
5.56%

Shares

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

Aug 13, 2025
BUY
$24.32 - $27.87 $20.3 Million - $23.3 Million
835,035 New
835,035 $22.1 Billion

Others Institutions Holding SCHD

# of Institutions
2,022
Shares Held
839M
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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