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

Sagespring Wealth Partners, LLC

  • $5.5 Trillion
  • Q4 2025

A detailed history of Sagespring Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 43,918 shares of SCHD stock, worth $1.2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
43,918
Previous 57,957 24.22%
Holding current value
$1.2 Million
Previous $1.58 Billion 23.86%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jan 07, 2026
SELL
$26.44 - $27.53 $371,191 - $386,493
-14,039 Reduced 24.22%
43,918 $1.2 Billion
Q3 2025

Oct 31, 2025
SELL
$26.38 - $27.95 $152,476 - $161,551
-5,780 Reduced 9.07%
57,957 $1.58 Billion
Q2 2025

Jul 28, 2025
SELL
$24.32 - $27.87 $207,255 - $237,508
-8,522 Reduced 11.79%
63,737 $1.69 Billion
Q1 2025

Apr 17, 2025
SELL
$27.01 - $28.54 $23,390 - $24,715
-866 Reduced 1.18%
72,259 $2.02 Billion
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $1.97 Million - $6.21 Million
73,125 New
73,125 $2 Billion

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
869M
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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