Silvia Mccoll Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Silvia Mccoll Wealth Management, LLC

$150 Billion
Q4 2025

A detailed history of Silvia Mccoll Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Silvia Mccoll Wealth Management, LLC holds 49,305 shares of SCHD stock, worth $1.34 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

49,305

Previous 58,813 16.17%

Holding current value

$1.34 Million

Previous $1.61 Billion 15.77%

% of portfolio

0.9%

Previous 1.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$26.44 - $27.53 $251,391 - $261,755	-9,508 Reduced 16.17%	49,305 $1.35 Billion
Q3 2025 Oct 07, 2025	SELL	$26.38 - $27.95 $2.23 Million - $2.36 Million	-84,474 Reduced 58.95%	58,813 $1.61 Billion
Q2 2025 Jul 21, 2025	SELL	$24.32 - $27.87 $13.5 Million - $15.4 Million	-554,246 Reduced 79.46%	143,287 $3.8 Billion
Q1 2025 Apr 07, 2025	SELL	$27.01 - $28.54 $42,918 - $45,350	-1,589 Reduced 0.23%	697,533 $19.5 Billion
Q4 2024 Jan 14, 2025	BUY	$26.93 - $84.95 $12.6 Million - $39.7 Million	467,112 Added 201.33%	699,122 $19.1 Billion

Q3 2024 Oct 02, 2024	BUY	$77.02 - $85.06 $1.8 Million - $1.99 Million	23,406 Added 11.22%	232,010 $19.6 Billion
Q2 2024 Jul 15, 2024	BUY	$75.81 - $80.15 $166,402 - $175,929	2,195 Added 1.06%	208,604 $16.2 Billion
Q1 2024 Apr 18, 2024	SELL	$75.25 - $80.63 $407,779 - $436,933	-5,419 Reduced 2.56%	206,409 $16.1 Billion
Q4 2023 Jan 09, 2024	BUY	$66.9 - $76.32 $481,746 - $549,580	7,201 Added 3.52%	211,828 $16.1 Billion
Q3 2023 Oct 17, 2023	BUY	$70.63 - $75.66 $577,824 - $618,974	8,181 Added 4.16%	204,627 $14.5 Billion
Q2 2023 Sep 05, 2023	BUY	$69.18 - $73.94 $718,365 - $767,792	10,384 Added 5.58%	196,446 $14.3 Billion
Q1 2023 Sep 05, 2023	BUY	$70.28 - $78.03 $978,227 - $1.09 Million	13,919 Added 8.09%	186,062 $13.6 Billion
Q4 2022 Sep 05, 2023	BUY	$67.16 - $79.06 $11.6 Million - $13.6 Million	172,143 New	172,143 $13 Billion

Others Institutions Holding SCHD

# of Institutions

2,061

Shares Held

865M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Silvia Mccoll Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History