Fiscal Wisdom Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Fiscal Wisdom Wealth Management, LLC

  • $106 Billion
  • Q4 2025

A detailed history of Fiscal Wisdom Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fiscal Wisdom Wealth Management, LLC holds 90,929 shares of SCHD stock, worth $2.48 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
90,929
Previous 86,335 5.32%
Holding current value
$2.48 Million
Previous $2.33 Billion 7.04%
% of portfolio
2.35%
Previous 2.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
$26.44 - $27.53 $121,465 - $126,472
4,594 Added 5.32%
90,929 $2.49 Billion
Q3 2025

Nov 07, 2025
BUY
$26.38 - $27.95 $2.28 Million - $2.41 Million
86,335 New
86,335 $2.33 Billion

Others Institutions Holding SCHD

# of Institutions
2,068
Shares Held
864M
Call Options Held
4.95M
Put Options Held
2.61M
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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