Wealth Collab, LLC Schwab Strategic Tr Us Dividen Transaction History

Wealth Collab, LLC

  • $162 Billion
  • Q1 2025

A detailed history of Wealth Collab, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Collab, LLC holds 8,547 shares of SCHD stock, worth $223,845. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,547
Previous 8,537 0.12%
Holding current value
$223,845
Previous $233 Million 2.46%
% of portfolio
0.15%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$27.01 - $28.54 $270 - $285
10 Added 0.12%
8,547 $239 Million
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $153,339 - $483,705
5,694 Added 200.28%
8,537 $233 Million
Q3 2024

Nov 14, 2024
SELL
$77.02 - $85.06 $46,905 - $51,801
-609 Reduced 17.64%
2,843 $240 Million
Q1 2024

May 10, 2024
SELL
$75.25 - $80.63 $7,299 - $7,821
-97 Reduced 2.73%
3,452 $278 Million
Q4 2023

Apr 03, 2024
BUY
$66.9 - $76.32 $237,428 - $270,859
3,549 New
3,549 $270 Million

Others Institutions Holding SCHD

# of Institutions
1,995
Shares Held
887M
Call Options Held
4.89M
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 Wealth Collab, LLC Portfolio

Follow Wealth Collab, 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 Wealth Collab, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Collab, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email