True Wealth Design, LLC Schwab Strategic Tr Us Dividen Transaction History

True Wealth Design, LLC

$263 Billion
Q1 2025

A detailed history of True Wealth Design, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, True Wealth Design, LLC holds 1,089 shares of SCHD stock, worth $29,228. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,089

Previous 1,585 31.29%

Holding current value

$29,228

Previous $43.3 Million 29.68%

% of portfolio

0.01%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$27.01 - $28.54 $13,396 - $14,155	-496 Reduced 31.29%	1,089 $30.4 Million
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $28,491 - $89,877	1,058 Added 200.76%	1,585 $43.3 Million
Q3 2024 Nov 14, 2024	BUY	$77.02 - $85.06 $231 - $255	3 Added 0.57%	527 $44.5 Million
Q1 2024 May 14, 2024	BUY	$75.25 - $80.63 $150 - $161	2 Added 0.38%	524 $42.2 Million
Q4 2023 Feb 14, 2024	SELL	$66.9 - $76.32 $936 - $1,068	-14 Reduced 2.61%	522 $39.8 Million
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $141 - $151	2 Added 0.37%	536 $37.9 Million
Q2 2023 Aug 14, 2023	SELL	$69.18 - $73.94 $8,024 - $8,577	-116 Reduced 17.85%	534 $38.8 Million
Q1 2023 May 12, 2023	SELL	$70.28 - $78.03 $15,742 - $17,478	-224 Reduced 25.63%	650 $47.6 Million
Q4 2022 Feb 15, 2023	BUY	$67.16 - $79.06 $58,697 - $69,098	874 New	874 $66 Million

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

917M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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True Wealth Design, LLC Schwab Strategic Tr Us Dividen Transaction History