Alteri Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Alteri Wealth LLC

  • $291 Billion
  • Q3 2025

A detailed history of Alteri Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Alteri Wealth LLC holds 9,141 shares of SCHD stock, worth $249,000. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,141
Previous 9,138 0.03%
Holding current value
$249,000
Previous $242 Million 3.05%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$26.38 - $27.95 $79 - $83
3 Added 0.03%
9,141 $250 Million
Q1 2025

May 07, 2025
SELL
$27.01 - $28.54 $9,480 - $10,017
-351 Reduced 3.7%
9,138 $255 Million
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $255,538 - $806,090
9,489 New
9,489 $259 Million

Others Institutions Holding SCHD

# of Institutions
2,055
Shares Held
872M
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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