Unique Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Unique Wealth, LLC

  • $716 Billion
  • Q4 2025

A detailed history of Unique Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Unique Wealth, LLC holds 12,854 shares of SCHD stock, worth $350,142. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,854
Previous 12,754 0.78%
Holding current value
$350,142
Previous $348 Million 1.26%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 06, 2026
BUY
$26.44 - $27.53 $2,644 - $2,753
100 Added 0.78%
12,854 $353 Million
Q3 2025

Oct 21, 2025
BUY
$26.38 - $27.95 $126,465 - $133,992
4,794 Added 60.23%
12,754 $348 Million
Q2 2025

Jul 22, 2025
BUY
$24.32 - $27.87 $193,587 - $221,845
7,960 New
7,960 $211 Million

Others Institutions Holding SCHD

# of Institutions
2,059
Shares Held
873M
Call Options Held
4.95M
Put Options Held
2.61M
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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