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

Wealth Management Resources, Inc.

$293 Million
Q2 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 944,248 shares of SCHD stock, worth $25.2 Million. This represents 8.54% of its overall portfolio holdings.

Number of Shares

944,248

Previous 872,406 8.23%

Holding current value

$25.2 Million

Previous $24.4 Million 2.58%

% of portfolio

8.54%

Previous 8.85%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,002

Shares Held

897M

Call Options Held

4.42M

Put Options Held

2.23M

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

News

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

Account

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