Daymark Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Daymark Wealth Partners, LLC

$2.95 Billion
Q4 2025

A detailed history of Daymark Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 29,773 shares of SCHD stock, worth $811,016. This represents 0.03% of its overall portfolio holdings.

Number of Shares

29,773

Previous 28,349 5.02%

Holding current value

$811,016

Previous $773,000 4.92%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$26.44 - $27.53 $37,650 - $39,202	1,424 Added 5.02%	29,773 $811,000
Q3 2025 Oct 22, 2025	BUY	$26.38 - $27.95 $326,294 - $345,713	12,369 Added 77.4%	28,349 $773,000
Q2 2025 Aug 04, 2025	BUY	$24.32 - $27.87 $59,948 - $68,699	2,465 Added 18.24%	15,980 $423,000
Q1 2025 Apr 14, 2025	BUY	$27.01 - $28.54 $351 - $371	13 Added 0.1%	13,515 $372,000
Q4 2024 Jan 17, 2025	BUY	$26.93 - $84.95 $240,727 - $759,368	8,939 Added 195.9%	13,502 $368,000

Q3 2024 Oct 08, 2024	BUY	$77.02 - $85.06 $351,442 - $388,128	4,563 New	4,563 $385,000

Others Institutions Holding SCHD

# of Institutions

2,060

Shares Held

865M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Daymark Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History