Wealthspan Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Wealthspan Partners, LLC

$222 Million
Q2 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 124,416 shares of SCHD stock, worth $3.41 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

124,416

Previous 103,518 20.19%

Holding current value

$3.41 Million

Previous $2.89 Million 13.93%

% of portfolio

1.48%

Previous 1.41%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$24.32 - $27.87 $508,239 - $582,427	20,898 Added 20.19%	124,416 $3.3 Million
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

2,012

Shares Held

890M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Wealthspan Partners, LLC Schwab Strategic Tr Us Dividen Transaction History