Tyler Stone Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Tyler Stone Wealth Management

  • $523 Million
  • Q1 2025

A detailed history of Tyler Stone Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tyler Stone Wealth Management holds 101,882 shares of SCHD stock, worth $2.72 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
101,882
Previous 59,746 70.53%
Holding current value
$2.72 Million
Previous $1.63 Million 74.51%
% of portfolio
0.54%
Previous 0.31%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$27.01 - $28.54 $1.14 Million - $1.2 Million
42,136 Added 70.53%
101,882 $2.85 Million
Q4 2024

Feb 11, 2025
BUY
$26.93 - $84.95 $1.54 Million - $4.85 Million
57,055 Added 2120.22%
59,746 $1.63 Million
Q3 2024

Nov 04, 2024
BUY
$77.02 - $85.06 $143,411 - $158,381
1,862 Added 224.61%
2,691 $227,000
Q1 2024

May 15, 2024
SELL
$75.25 - $80.63 $15,877 - $17,012
-211 Reduced 20.29%
829 $66,000
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $669 - $763
10 Added 0.97%
1,040 $79,000
Q3 2023

Nov 14, 2023
SELL
$70.63 - $75.66 $872,421 - $934,552
-12,352 Reduced 92.3%
1,030 $73,000
Q2 2023

Aug 14, 2023
BUY
$69.18 - $73.94 $28,778 - $30,759
416 Added 3.21%
13,382 $972,000
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $19,073 - $22,453
284 Added 2.24%
12,966 $979,000
Q3 2022

Nov 14, 2022
BUY
$66.43 - $77.87 $779,423 - $913,648
11,733 Added 1236.35%
12,682 $842,000
Q2 2022

Aug 11, 2022
BUY
$70.31 - $80.24 $632 - $722
9 Added 0.96%
949 $68,000
Q1 2022

May 12, 2022
BUY
$75.14 - $81.94 $450 - $491
6 Added 0.64%
940 $74,000
Q4 2021

Feb 22, 2022
BUY
$74.93 - $80.86 $69,984 - $75,523
934 New
934 $75,000

Others Institutions Holding SCHD

# of Institutions
2,002
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
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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