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

Accredited Wealth Management, LLC

  • $134 Billion
  • Q3 2025

A detailed history of Accredited Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 18,574 shares of SCHD stock, worth $505,955. This represents 5.74% of its overall portfolio holdings.

Number of Shares
18,574
Previous 262,398 92.92%
Holding current value
$505,955
Previous $6.95 Billion 10.69%
% of portfolio
5.74%
Previous 5.63%

Shares

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

Nov 12, 2025
SELL
$26.38 - $27.95 $6.43 Million - $6.81 Million
-243,824 Reduced 92.92%
18,574 $7.7 Billion
Q2 2025

Aug 12, 2025
BUY
$24.32 - $27.87 $350,791 - $401,996
14,424 Added 5.82%
262,398 $6.95 Billion
Q1 2025

May 14, 2025
BUY
$27.01 - $28.54 $452,957 - $478,615
16,770 Added 7.25%
247,974 $6.93 Billion
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $6.23 Million - $19.6 Million
231,204 New
231,204 $6.32 Billion

Others Institutions Holding SCHD

# of Institutions
2,056
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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