Wealth Collab, LLC Schwab Strategic Tr Us Dividen Transaction History

Wealth Collab, LLC

$179 Billion
Q2 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 8,557 shares of SCHD stock, worth $234,547. This represents 0.13% of its overall portfolio holdings.

Number of Shares

8,557

Previous 8,547 0.12%

Holding current value

$234,547

Previous $239 Million 5.11%

% of portfolio

0.13%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 15, 2025	BUY	$24.32 - $27.87 $243 - $278	10 Added 0.12%	8,557 $227 Million
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

2,012

Shares Held

890M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

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Wealth Collab, LLC Schwab Strategic Tr Us Dividen Transaction History