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

Partners Wealth Management, LLC

  • $95.7 Billion
  • Q4 2025

A detailed history of Partners Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Partners Wealth Management, LLC holds 12,095 shares of SCHD stock, worth $329,467. This represents 0.35% of its overall portfolio holdings.

Number of Shares
12,095
Previous 16,420 26.34%
Holding current value
$329,467
Previous $448 Million 25.99%
% of portfolio
0.35%
Previous 0.44%

Shares

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

Jan 20, 2026
SELL
$26.44 - $27.53 $114,353 - $119,067
-4,325 Reduced 26.34%
12,095 $332 Million
Q3 2025

Oct 29, 2025
BUY
$26.38 - $27.95 $88,610 - $93,884
3,359 Added 25.72%
16,420 $448 Million
Q4 2024

Feb 04, 2025
BUY
$26.93 - $84.95 $351,732 - $1.11 Million
13,061 New
13,061 $357 Million

Others Institutions Holding SCHD

# of Institutions
2,064
Shares Held
867M
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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