Wealthspan Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Wealthspan Partners, LLC

  • $205 Million
  • Q1 2025

A detailed history of Wealthspan Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealthspan Partners, LLC holds 103,518 shares of SCHD stock, worth $2.76 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
103,518
Previous 85,308 21.35%
Holding current value
$2.76 Million
Previous $2.33 Million 24.21%
% of portfolio
1.41%
Previous 1.14%

Shares

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

Apr 21, 2025
BUY
$27.01 - $28.54 $491,852 - $519,713
18,210 Added 21.35%
103,518 $2.89 Million
Q4 2024

Jan 24, 2025
BUY
$26.93 - $84.95 $1.87 Million - $5.89 Million
69,284 Added 432.38%
85,308 $2.33 Million
Q3 2024

Nov 04, 2024
BUY
$77.02 - $85.06 $851,225 - $940,083
11,052 Added 222.28%
16,024 $1.35 Million
Q2 2024

Jul 19, 2024
BUY
$75.81 - $80.15 $145,251 - $153,567
1,916 Added 62.7%
4,972 $386,000
Q1 2024

Apr 29, 2024
BUY
$75.25 - $80.63 $229,964 - $246,405
3,056 New
3,056 $246,000

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
888M
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
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