Wagner Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Wagner Wealth Management, LLC

  • $302 Million
  • Q2 2025

A detailed history of Wagner Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 7,938 shares of SCHD stock, worth $213,373. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,938
Previous 7,669 3.51%
Holding current value
$213,373
Previous $211,000 0.47%
% of portfolio
0.07%
Previous 0.07%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$24.32 - $27.87 $6,542 - $7,497
269 Added 3.51%
7,938 $210,000
Q1 2025

Apr 17, 2025
BUY
$27.01 - $28.54 $1,863 - $1,969
69 Added 0.91%
7,669 $211,000
Q4 2024

Jan 28, 2025
BUY
$26.93 - $84.95 $137,046 - $432,310
5,089 Added 202.67%
7,600 $207,000
Q3 2024

Oct 10, 2024
SELL
$77.02 - $85.06 $12,708 - $14,034
-165 Reduced 6.17%
2,511 $212,000
Q2 2024

Jul 18, 2024
BUY
$75.81 - $80.15 $9,703 - $10,259
128 Added 5.02%
2,676 $208,000
Q1 2024

Apr 23, 2024
BUY
$75.25 - $80.63 $1,429 - $1,531
19 Added 0.75%
2,548 $205,000
Q4 2023

Jan 19, 2024
BUY
$66.9 - $76.32 $7,359 - $8,395
110 Added 4.55%
2,529 $192,000
Q3 2023

Oct 18, 2023
BUY
$70.63 - $75.66 $1,553 - $1,664
22 Added 0.92%
2,419 $171,000
Q2 2023

Jul 28, 2023
BUY
$69.18 - $73.94 $1,521 - $1,626
22 Added 0.93%
2,397 $174,000
Q1 2023

May 17, 2023
BUY
$70.28 - $78.03 $1,405 - $1,560
20 Added 0.85%
2,375 $173,000
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $1,007 - $1,185
15 Added 0.64%
2,355 $177,000
Q3 2022

Nov 14, 2022
BUY
$66.43 - $77.87 $1,461 - $1,713
22 Added 0.95%
2,340 $155,000
Q2 2022

Aug 11, 2022
SELL
$70.31 - $80.24 $159,884 - $182,465
-2,274 Reduced 49.52%
2,318 $166,000
Q1 2022

May 16, 2022
BUY
$75.14 - $81.94 $163,204 - $177,973
2,172 Added 89.75%
4,592 $362,000
Q4 2021

Feb 15, 2022
BUY
$74.93 - $80.86 $1,348 - $1,455
18 Added 0.75%
2,420 $196,000
Q3 2021

Nov 15, 2021
BUY
$74.23 - $78.13 $1,261 - $1,328
17 Added 0.71%
2,402 $186,000
Q2 2021

Aug 13, 2021
SELL
$73.32 - $77.65 $26,321 - $27,876
-359 Reduced 13.08%
2,385 $180,000
Q1 2021

May 17, 2021
BUY
$63.23 - $73.67 $35,535 - $41,402
562 Added 25.76%
2,744 $200,000
Q4 2020

Feb 09, 2021
SELL
$54.8 - $65.16 $22,248 - $26,454
-406 Reduced 15.69%
2,182 $140,000
Q3 2018

Nov 05, 2018
BUY
N/A
18 Added 0.7%
2,588 $137,000
Q2 2018

Aug 01, 2018
SELL
N/A
-141 Reduced 5.2%
2,570 $127,000
Q1 2018

May 10, 2018
BUY
N/A
152 Added 5.94%
2,711 $133,000
Q4 2017

Feb 22, 2018
BUY
N/A
2,559
2,559 $134,000

Others Institutions Holding SCHD

# of Institutions
1,998
Shares Held
896M
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
Track This Portfolio

Track Wagner Wealth Management, LLC Portfolio

Follow Wagner Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wagner Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email