Wealth Bridge Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Wealth Bridge Capital Management, LLC

  • $414 Million
  • Q3 2025

A detailed history of Wealth Bridge Capital Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 44,572 shares of SCHD stock, worth $1.21 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
44,572
Previous 46,955 5.08%
Holding current value
$1.21 Million
Previous $1.24 Million 2.25%
% of portfolio
0.29%
Previous 0.32%

Shares

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

Nov 07, 2025
SELL
$26.38 - $27.95 $62,863 - $66,604
-2,383 Reduced 5.08%
44,572 $1.22 Million
Q2 2025

Aug 12, 2025
SELL
$24.32 - $27.87 $49,928 - $57,217
-2,053 Reduced 4.19%
46,955 $1.24 Million
Q1 2025

Apr 24, 2025
BUY
$27.01 - $28.54 $36,274 - $38,329
1,343 Added 2.82%
49,008 $1.37 Million
Q4 2024

Feb 03, 2025
BUY
$26.93 - $84.95 $867,953 - $2.74 Million
32,230 Added 208.81%
47,665 $1.3 Million
Q3 2024

Oct 07, 2024
BUY
$77.02 - $85.06 $42,361 - $46,783
550 Added 3.69%
15,435 $1.3 Million
Q1 2024

Apr 30, 2024
SELL
$75.25 - $80.63 $677 - $725
-9 Reduced 0.06%
14,885 $1.2 Million
Q4 2023

Feb 12, 2024
BUY
$66.9 - $76.32 $23,816 - $27,169
356 Added 2.45%
14,894 $1.13 Million
Q3 2023

Nov 08, 2023
BUY
$70.63 - $75.66 $38,846 - $41,613
550 Added 3.93%
14,538 $1.03 Million
Q2 2023

Aug 01, 2023
BUY
$69.18 - $73.94 $3,874 - $4,140
56 Added 0.4%
13,988 $1.02 Million
Q1 2023

May 10, 2023
BUY
$70.28 - $78.03 $14,056 - $15,606
200 Added 1.46%
13,932 $1.02 Million
Q4 2022

Jan 31, 2023
BUY
$67.16 - $79.06 $29,416 - $34,628
438 Added 3.29%
13,732 $1.04 Million
Q2 2022

Aug 12, 2022
BUY
$70.31 - $80.24 $19,054 - $21,745
271 Added 2.08%
13,294 $952,000
Q1 2022

Apr 15, 2022
SELL
$75.14 - $81.94 $30,056 - $32,776
-400 Reduced 2.98%
13,023 $1.03 Million
Q4 2021

Feb 11, 2022
SELL
$74.93 - $80.86 $81,074 - $87,490
-1,082 Reduced 7.46%
13,423 $1.09 Million
Q3 2021

Nov 12, 2021
SELL
$74.23 - $78.13 $109,563 - $115,319
-1,476 Reduced 9.24%
14,505 $1.08 Million
Q2 2021

Aug 16, 2021
BUY
$73.32 - $77.65 $74,933 - $79,358
1,022 Added 6.83%
15,981 $1.21 Million
Q1 2021

May 17, 2021
BUY
$63.23 - $73.67 $4,109 - $4,788
65 Added 0.44%
14,959 $1.09 Million
Q4 2020

Feb 12, 2021
BUY
$54.8 - $65.16 $53,813 - $63,987
982 Added 7.06%
14,894 $955,000
Q3 2020

Nov 13, 2020
BUY
$50.37 - $58.54 $6,195 - $7,200
123 Added 0.89%
13,912 $769,000
Q2 2020

Aug 14, 2020
SELL
$43.56 - $56.5 $3,179 - $4,124
-73 Reduced 0.53%
13,789 $714,000
Q1 2020

May 15, 2020
BUY
$39.5 - $59.28 $547,549 - $821,739
13,862 New
13,862 $624,000

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
873M
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
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