Wingate Wealth Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Wingate Wealth Advisors, Inc.

  • $86.9 Billion
  • Q1 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 58,223 shares of SCHD stock, worth $1.48 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
58,223
Previous 58,962 1.25%
Holding current value
$1.48 Million
Previous $1.61 Billion 1.06%
% of portfolio
1.87%
Previous 1.58%

Shares

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

Apr 23, 2025
SELL
$27.01 - $28.54 $19,960 - $21,091
-739 Reduced 1.25%
58,223 $1.63 Billion
Q4 2024

Jan 28, 2025
BUY
$26.93 - $84.95 $1.59 Million - $5.01 Million
58,962 New
58,962 $1.61 Billion

Others Institutions Holding SCHD

# of Institutions
1,965
Shares Held
851M
Call Options Held
4.82M
Put Options Held
2.73M
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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