Transform Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Transform Wealth, LLC

$1.6 Billion
Q1 2025

A detailed history of Transform Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Transform Wealth, LLC holds 131,436 shares of SCHD stock, worth $3.49 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

131,436

Previous 192,865 31.85%

Holding current value

$3.49 Million

Previous $5.27 Million 31.2%

% of portfolio

0.23%

Previous 0.3%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$27.01 - $28.54 $1.66 Million - $1.75 Million	-61,429 Reduced 31.85%	131,436 $3.63 Million
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $3.95 Million - $12.4 Million	146,525 Added 316.2%	192,865 $5.27 Million
Q3 2024 Oct 15, 2024	SELL	$77.02 - $85.06 $146,954 - $162,294	-1,908 Reduced 3.95%	46,340 $3.92 Million
Q2 2024 Jul 15, 2024	SELL	$75.81 - $80.15 $867,190 - $916,835	-11,439 Reduced 19.16%	48,248 $3.75 Million
Q1 2024 Apr 15, 2024	BUY	$75.25 - $80.63 $1.55 Million - $1.66 Million	20,606 Added 52.73%	59,687 $4.81 Million
Q4 2023 Jan 18, 2024	BUY	$66.9 - $76.32 $841,668 - $960,181	12,581 Added 47.48%	39,081 $2.98 Million
Q3 2023 Oct 10, 2023	SELL	$70.63 - $75.66 $479,507 - $513,655	-6,789 Reduced 20.39%	26,500 $1.88 Million
Q2 2023 Jul 13, 2023	SELL	$69.18 - $73.94 $83,776 - $89,541	-1,211 Reduced 3.51%	33,289 $2.42 Million
Q1 2023 Apr 14, 2023	BUY	$70.28 - $78.03 $944,703 - $1.05 Million	13,442 Added 63.83%	34,500 $2.52 Million
Q4 2022 Jan 12, 2023	BUY	$67.16 - $79.06 $534,795 - $629,554	7,963 Added 60.81%	21,058 $0
Q3 2022 Oct 21, 2022	BUY	$66.43 - $77.87 $22,386 - $26,242	337 Added 2.64%	13,095 $870,000
Q2 2022 Jul 15, 2022	BUY	$70.31 - $80.24 $94,074 - $107,361	1,338 Added 11.72%	12,758 $914,000
Q1 2022 Apr 25, 2022	BUY	$75.14 - $81.94 $46,286 - $50,475	616 Added 5.7%	11,420 $901,000
Q4 2021 Jan 26, 2022	BUY	$74.93 - $80.86 $7,043 - $7,600	94 Added 0.88%	10,804 $873,000
Q3 2021 Oct 15, 2021	SELL	$74.23 - $78.13 $5,567 - $5,859	-75 Reduced 0.7%	10,710 $795,000
Q2 2021 Jul 20, 2021	BUY	$73.32 - $77.65 $201,629 - $213,537	2,750 Added 34.23%	10,785 $816,000
Q1 2021 Apr 22, 2021	SELL	$63.23 - $73.67 $11,065 - $12,892	-175 Reduced 2.13%	8,035 $586,000
Q4 2020 Jan 20, 2021	SELL	$54.8 - $65.16 $172,729 - $205,384	-3,152 Reduced 27.74%	8,210 $527,000
Q3 2020 Oct 21, 2020	SELL	$50.37 - $58.54 $97,264 - $113,040	-1,931 Reduced 14.53%	11,362 $628,000
Q2 2020 Jul 22, 2020	SELL	$43.56 - $56.5 $74,574 - $96,728	-1,712 Reduced 11.41%	13,293 $688,000
Q1 2020 Apr 30, 2020	BUY	$39.5 - $59.28 $9,243 - $13,871	234 Added 1.58%	15,005 $675,000
Q4 2019 Jan 24, 2020	SELL	$52.87 - $58.15 $39,335 - $43,263	-744 Reduced 4.8%	14,771 $856,000
Q3 2019 Oct 24, 2019	SELL	$54.39 - $55.76 $3,698 - $3,791	-68 Reduced 0.44%	15,515 $850,000
Q2 2019 Jul 30, 2019	SELL	N/A	-819 Reduced 4.99%	15,583 $827,000
Q1 2019 Apr 12, 2019	SELL	N/A	-2,427 Reduced 12.89%	16,402 $857,000
Q4 2018 Jan 30, 2019	SELL	N/A	-40 Reduced 0.21%	18,829 $884,000
Q3 2018 Oct 25, 2018	SELL	N/A	-4,907 Reduced 20.64%	18,869 $1 Million
Q2 2018 Aug 03, 2018	SELL	N/A	-13,798 Reduced 36.72%	23,776 $1.17 Million
Q1 2018 May 03, 2018	SELL	N/A	-3,949 Reduced 9.51%	37,574 $1.84 Million
Q4 2017 Feb 08, 2018	SELL	N/A	-3,959 Reduced 8.7%	41,523 $2.13 Million
Q3 2017 Oct 19, 2017	BUY	N/A	45,482	45,482 $2.13 Million

Others Institutions Holding SCHD

# of Institutions

2,015

Shares Held

843M

Call Options Held

4.51M

Put Options Held

2.75M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Transform Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History