Welch Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Welch Group, LLC

  • $2.39 Billion
  • Q2 2025

A detailed history of Welch Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Welch Group, LLC holds 11,724 shares of SCHD stock, worth $321,354. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,724
Previous 8,100 44.74%
Holding current value
$321,354
Previous $223,000 39.01%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2025
BUY
$24.32 - $27.87 $88,135 - $101,000
3,624 Added 44.74%
11,724 $310,000
Q1 2025

Apr 07, 2025
BUY
$27.01 - $28.54 $8,238 - $8,704
305 Added 3.91%
8,100 $223,000
Q4 2024

Jan 24, 2025
BUY
$26.93 - $84.95 $140,574 - $443,439
5,220 Added 202.72%
7,795 $212,000
Q3 2024

Oct 24, 2024
BUY
$77.02 - $85.06 $198,326 - $219,029
2,575 New
2,575 $217,000

Others Institutions Holding SCHD

# of Institutions
2,015
Shares Held
890M
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
Track This Portfolio

Track Welch Group, LLC Portfolio

Follow Welch Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Welch Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Welch Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email