Wealth Management Resources, Inc. Schwab Strategic Tr Us Dividen Transaction History

Wealth Management Resources, Inc.

  • $309 Million
  • Q3 2025

A detailed history of Wealth Management Resources, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 951,194 shares of SCHD stock, worth $25.9 Million. This represents 8.4% of its overall portfolio holdings.

Number of Shares
951,194
Previous 944,248 0.74%
Holding current value
$25.9 Million
Previous $25 Million 3.78%
% of portfolio
8.4%
Previous 8.54%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$26.38 - $27.95 $183,235 - $194,140
6,946 Added 0.74%
951,194 $26 Million
Q2 2025

Jul 24, 2025
BUY
$24.32 - $27.87 $1.75 Million - $2 Million
71,842 Added 8.23%
944,248 $25 Million
Q1 2025

Apr 23, 2025
BUY
$27.01 - $28.54 $189,583 - $200,322
7,019 Added 0.81%
872,406 $24.4 Million
Q4 2024

Jan 21, 2025
BUY
$26.93 - $84.95 $15.1 Million - $47.5 Million
558,995 Added 182.44%
865,387 $23.6 Million
Q3 2024

Oct 31, 2024
BUY
$77.02 - $85.06 $1.23 Million - $1.36 Million
15,952 Added 5.49%
306,392 $25.9 Million
Q2 2024

Jul 17, 2024
BUY
$75.81 - $80.15 $50,262 - $53,139
663 Added 0.23%
290,440 $22.6 Million
Q1 2024

Apr 19, 2024
BUY
$75.25 - $80.63 $991,494 - $1.06 Million
13,176 Added 4.76%
289,777 $23.4 Million
Q4 2023

Jan 19, 2024
SELL
$66.9 - $76.32 $11,975 - $13,661
-179 Reduced 0.06%
276,601 $21.1 Million
Q3 2023

Oct 24, 2023
BUY
$70.63 - $75.66 $1.35 Million - $1.45 Million
19,105 Added 7.41%
276,780 $19.6 Million
Q2 2023

Jul 11, 2023
BUY
$69.18 - $73.94 $1.76 Million - $1.88 Million
25,381 Added 10.93%
257,675 $18.7 Million
Q1 2023

Apr 10, 2023
BUY
$70.28 - $78.03 $525,272 - $583,196
7,474 Added 3.32%
232,294 $17 Million
Q4 2022

Jan 17, 2023
BUY
$67.16 - $79.06 $356,888 - $420,124
5,314 Added 2.42%
224,820 $0
Q3 2022

Oct 13, 2022
BUY
$66.43 - $77.87 $591,625 - $693,510
8,906 Added 4.23%
219,506 $14.6 Million
Q2 2022

Jul 22, 2022
BUY
$70.31 - $80.24 $1.01 Million - $1.15 Million
14,361 Added 7.32%
210,600 $15.1 Million
Q1 2022

Apr 20, 2022
BUY
$75.14 - $81.94 $408,461 - $445,425
5,436 Added 2.85%
196,239 $15.5 Million
Q4 2021

Feb 10, 2022
BUY
$74.93 - $80.86 $14.3 Million - $15.4 Million
190,803 New
190,803 $15.4 Million

Others Institutions Holding SCHD

# of Institutions
2,056
Shares Held
872M
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
Track This Portfolio

Track Wealth Management Resources, Inc. Portfolio

Follow Wealth Management Resources, Inc. 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 Wealth Management Resources, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Resources, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email