Weitzel Financial Services, Inc. Schwab Strategic Tr Us Dividen Transaction History

Weitzel Financial Services, Inc.

  • $233 Million
  • Q2 2025

A detailed history of Weitzel Financial Services, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Weitzel Financial Services, Inc. holds 609,545 shares of SCHD stock, worth $16.7 Million. This represents 6.94% of its overall portfolio holdings.

Number of Shares
609,545
Previous 594,173 2.59%
Holding current value
$16.7 Million
Previous $16.6 Million 2.77%
% of portfolio
6.94%
Previous 7.79%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$24.32 - $27.87 $373,847 - $428,417
15,372 Added 2.59%
609,545 $16.2 Million
Q1 2025

May 15, 2025
SELL
$27.01 - $28.54 $165,247 - $174,607
-6,118 Reduced 1.02%
594,173 $16.6 Million
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $11 Million - $34.7 Million
408,224 Added 212.54%
600,291 $16.4 Million
Q3 2024

Oct 31, 2024
BUY
$77.02 - $85.06 $557,008 - $615,153
7,232 Added 3.91%
192,067 $16.2 Million
Q2 2024

Aug 06, 2024
BUY
$75.81 - $80.15 $291,110 - $307,776
3,840 Added 2.12%
184,835 $14.4 Million
Q1 2024

Apr 10, 2024
BUY
$75.25 - $80.63 $1.38 Million - $1.48 Million
18,359 Added 11.29%
180,995 $14.6 Million
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $186,316 - $212,551
2,785 Added 1.74%
162,636 $12.4 Million
Q3 2023

Nov 09, 2023
BUY
$70.63 - $75.66 $10.6 Million - $11.4 Million
150,717 Added 1650.07%
159,851 $11.3 Million
Q2 2023

Jul 07, 2023
BUY
$69.18 - $73.94 $414,664 - $443,196
5,994 Added 190.89%
9,134 $663,000
Q1 2023

Apr 05, 2023
BUY
$70.28 - $78.03 $220,679 - $245,014
3,140 New
3,140 $229,000

Others Institutions Holding SCHD

# of Institutions
2,013
Shares Held
891M
Call Options Held
4.51M
Put Options Held
2.75M
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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