A detailed history of Wpg Advisers, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wpg Advisers, LLC holds 167,206 shares of SCHD stock, worth $4.59 Million. This represents 3.74% of its overall portfolio holdings.

Number of Shares
167,206
Previous 173,923 3.86%
Holding current value
$4.59 Million
Previous $4.86 Billion 8.88%
% of portfolio
3.74%
Previous 4.53%

Shares

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

Aug 11, 2025

SELL
$24.32 - $27.87 $163,357 - $187,202
-6,717 Reduced 3.86%
167,206 $4.43 Billion
Q1 2025

May 15, 2025

SELL
$27.01 - $28.54 $685,837 - $724,687
-25,392 Reduced 12.74%
173,923 $4.86 Billion
Q4 2024

May 15, 2025

BUY
$26.93 - $84.95 $5.37 Million - $16.9 Million
199,315 New
199,315 $5.45 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Wpg Advisers, LLC Portfolio

Follow Wpg Advisers, 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 Wpg Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wpg Advisers, LLC with notifications on news.