Tcfg Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Tcfg Wealth Management, LLC

  • $221 Billion
  • Q2 2025

A detailed history of Tcfg Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 8,758 shares of SCHD stock, worth $240,669. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,758
Previous 8,755 0.03%
Holding current value
$240,669
Previous $245 Million 5.19%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Jul 22, 2025
BUY
$24.32 - $27.87 $72 - $83
3 Added 0.03%
8,758 $232 Million
Q1 2025

Apr 16, 2025
BUY
$27.01 - $28.54 $6,536 - $6,906
242 Added 2.84%
8,755 $245 Million
Q4 2024

Jan 30, 2025
BUY
$26.93 - $84.95 $143,590 - $452,953
5,332 Added 167.62%
8,513 $233 Million
Q3 2024

Oct 15, 2024
BUY
$77.02 - $85.06 $245,000 - $270,575
3,181 New
3,181 $269 Million

Others Institutions Holding SCHD

# of Institutions
2,012
Shares Held
892M
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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