Viawealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Viawealth, LLC

$169 Billion
Q2 2025

A detailed history of Viawealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Viawealth, LLC holds 82,912 shares of SCHD stock, worth $2.2 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

82,912

Previous 110,211 24.77%

Holding current value

$2.2 Million

Previous $3.08 Billion 28.7%

% of portfolio

1.3%

Previous 1.9%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$24.32 - $27.87 $663,911 - $760,823	-27,299 Reduced 24.77%	82,912 $2.2 Billion
Q1 2025 May 07, 2025	BUY	$27.01 - $28.54 $505,249 - $533,869	18,706 Added 20.44%	110,211 $3.08 Billion
Q4 2024 Feb 11, 2025	BUY	$26.93 - $84.95 $1.72 Million - $5.44 Million	64,048 Added 233.27%	91,505 $2.5 Billion
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $79,407 - $87,696	1,031 Added 3.9%	27,457 $2.32 Billion
Q2 2024 Aug 12, 2024	BUY	$75.81 - $80.15 $6,595 - $6,973	87 Added 0.33%	26,426 $2.05 Billion
Q1 2024 May 10, 2024	BUY	$75.25 - $80.63 $103,393 - $110,785	1,374 Added 5.5%	26,339 $2.12 Billion
Q4 2023 Feb 12, 2024	BUY	$66.9 - $76.32 $177,485 - $202,476	2,653 Added 11.89%	24,965 $1.9 Billion
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $1.03 Million - $1.11 Million	14,651 Added 191.24%	22,312 $1.58 Billion
Q2 2023 Aug 10, 2023	BUY	$69.18 - $73.94 $182,358 - $194,905	2,636 Added 52.46%	7,661 $556 Million
Q1 2023 May 12, 2023	BUY	$70.28 - $78.03 $1,194 - $1,326	17 Added 0.34%	5,025 $368 Million
Q4 2022 Feb 13, 2023	BUY	$67.16 - $79.06 $336,337 - $395,932	5,008 New	5,008 $386 Million

Others Institutions Holding SCHD

# of Institutions

2,017

Shares Held

845M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Viawealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Viawealth, LLC with notifications on news.

Account