Wooster Corthell Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Wooster Corthell Wealth Management, Inc.

  • $540 Million
  • Q2 2025

A detailed history of Wooster Corthell Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wooster Corthell Wealth Management, Inc. holds 29,927 shares of SCHD stock, worth $820,299. This represents 0.15% of its overall portfolio holdings.

Number of Shares
29,927
Previous 26,612 12.46%
Holding current value
$820,299
Previous $744,000 6.59%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Jul 14, 2025
BUY
$24.32 - $27.87 $80,620 - $92,389
3,315 Added 12.46%
29,927 $793,000
Q1 2025

May 08, 2025
BUY
$27.01 - $28.54 $178,536 - $188,649
6,610 Added 33.05%
26,612 $744,000
Q4 2024

Jan 16, 2025
BUY
$26.93 - $84.95 $538,653 - $1.7 Million
20,002 New
20,002 $546,000
Q3 2020

Nov 05, 2020
SELL
$50.37 - $58.54 $223,743 - $260,034
-4,442 Closed
0 $0
Q1 2020

Apr 16, 2020
BUY
$39.5 - $59.28 $175,459 - $263,321
4,442 New
4,442 $200,000

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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