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

Weitzel Financial Services, Inc.

$213 Million
Q1 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 594,173 shares of SCHD stock, worth $15.5 Million. This represents 7.79% of its overall portfolio holdings.

Number of Shares

594,173

Previous 600,291 1.02%

Holding current value

$15.5 Million

Previous $16.4 Million 1.3%

% of portfolio

7.79%

Previous 7.77%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,998

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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