Wbh Advisory Inc Schwab Strategic Tr Us Dividen Transaction History

Wbh Advisory Inc

$1.16 Billion
Q2 2025

A detailed history of Wbh Advisory Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wbh Advisory Inc holds 118,254 shares of SCHD stock, worth $3.21 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

118,254

Previous 142,191 16.83%

Holding current value

$3.21 Million

Previous $3.98 Million 21.18%

% of portfolio

0.27%

Previous 0.37%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$24.32 - $27.87 $582,147 - $667,124	-23,937 Reduced 16.83%	118,254 $3.13 Million
Q1 2025 May 09, 2025	BUY	$27.01 - $28.54 $276,906 - $292,592	10,252 Added 7.77%	142,191 $3.98 Million
Q4 2024 Jan 30, 2025	BUY	$26.93 - $84.95 $2.35 Million - $7.42 Million	87,379 Added 196.09%	131,939 $3.6 Million
Q3 2024 Oct 15, 2024	BUY	$77.02 - $85.06 $175,528 - $193,851	2,279 Added 5.39%	44,560 $3.77 Million
Q2 2024 Jul 11, 2024	BUY	$75.81 - $80.15 $343,570 - $363,239	4,532 Added 12.01%	42,281 $3.29 Million
Q1 2024 Apr 16, 2024	BUY	$75.25 - $80.63 $254,721 - $272,932	3,385 Added 9.85%	37,749 $3.04 Million
Q4 2023 Jan 09, 2024	SELL	$66.9 - $76.32 $25,154 - $28,696	-376 Reduced 1.08%	34,364 $2.62 Million
Q3 2023 Oct 10, 2023	BUY	$70.63 - $75.66 $93,302 - $99,946	1,321 Added 3.95%	34,740 $2.46 Million
Q2 2023 Jul 12, 2023	SELL	$69.18 - $73.94 $244,482 - $261,303	-3,534 Reduced 9.56%	33,419 $2.43 Million
Q1 2023 Apr 20, 2023	BUY	$70.28 - $78.03 $122,006 - $135,460	1,736 Added 4.93%	36,953 $2.7 Million
Q3 2022 Oct 18, 2022	BUY	$66.43 - $77.87 $33,414 - $39,168	503 Added 1.45%	35,217 $2.34 Million
Q2 2022 Jul 12, 2022	BUY	$70.31 - $80.24 $91,473 - $104,392	1,301 Added 3.89%	34,714 $2.5 Million
Q1 2022 Apr 29, 2022	BUY	$75.14 - $81.94 $38,847 - $42,362	517 Added 1.57%	33,413 $0
Q4 2021 Jan 28, 2022	BUY	$74.93 - $80.86 $44,958 - $48,516	600 Added 1.86%	32,896 $2.66 Million
Q3 2021 Oct 25, 2021	BUY	$74.23 - $78.13 $36,446 - $38,361	491 Added 1.54%	32,296 $2.4 Million
Q2 2021 Jul 27, 2021	BUY	$73.32 - $77.65 $46,044 - $48,764	628 Added 2.01%	31,805 $2.42 Million
Q1 2021 Apr 19, 2021	BUY	$63.23 - $73.67 $26,556 - $30,941	420 Added 1.37%	31,177 $2.27 Million
Q4 2020 Jan 21, 2021	BUY	$54.8 - $65.16 $57,649 - $68,548	1,052 Added 3.54%	30,757 $2.04 Million
Q3 2020 Oct 27, 2020	BUY	$50.37 - $58.54 $111,619 - $129,724	2,216 Added 8.06%	29,705 $1.64 Million
Q2 2020 Aug 05, 2020	BUY	$43.56 - $56.5 $21,300 - $27,628	489 Added 1.81%	27,489 $1.42 Million
Q1 2020 May 07, 2020	SELL	$39.5 - $59.28 $13,983 - $20,985	-354 Reduced 1.29%	27,000 $1.21 Million
Q4 2019 Jan 27, 2020	BUY	$52.87 - $58.15 $87,076 - $95,773	1,647 Added 6.41%	27,354 $1.58 Million
Q3 2019 Oct 25, 2019	BUY	$54.39 - $55.76 $144,514 - $148,154	2,657 Added 11.53%	25,707 $1.41 Million
Q2 2019 Aug 02, 2019	BUY	N/A	3,329 Added 16.88%	23,050 $1.22 Million
Q1 2019 Apr 22, 2019	BUY	N/A	3,020 Added 18.08%	19,721 $1.03 Million
Q4 2018 Jan 29, 2019	BUY	N/A	7,639 Added 84.3%	16,701 $784,000
Q3 2018 Oct 29, 2018	BUY	N/A	941 Added 11.59%	9,062 $480,000
Q2 2018 Jul 31, 2018	BUY	N/A	300 Added 3.84%	8,121 $400,000
Q1 2018 Apr 30, 2018	BUY	N/A	346 Added 4.63%	7,821 $383,000
Q4 2017 Jan 31, 2018	BUY	N/A	120 Added 1.63%	7,475 $382,000
Q3 2017 Nov 29, 2017	BUY	N/A	7,355	7,355 $344,000

Others Institutions Holding SCHD

# of Institutions

2,011

Shares Held

889M

Call Options Held

4.51M

Put Options Held

2.75M

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About SCHWAB STRATEGIC TR US DIVIDEN

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