Holos Integrated Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Holos Integrated Wealth LLC

  • $179 Billion
  • Q4 2025

A detailed history of Holos Integrated Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 202,169 shares of SCHD stock, worth $5.51 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares
202,169
Previous 154,102 31.19%
Holding current value
$5.51 Million
Previous $4.09 Billion 37.07%
% of portfolio
3.13%
Previous 2.41%

Shares

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

Jan 05, 2026
BUY
$26.44 - $27.53 $1.27 Million - $1.32 Million
48,067 Added 31.19%
202,169 $5.61 Billion
Q3 2025

Jan 05, 2026
BUY
$26.38 - $27.95 $52,417 - $55,536
1,987 Added 1.31%
154,102 $4.09 Billion
Q2 2025

Aug 13, 2025
BUY
$24.32 - $27.87 $9,241 - $10,590
380 Added 0.25%
152,115 $4.09 Billion
Q1 2025

Aug 08, 2025
SELL
$27.01 - $28.54 $119,654 - $126,432
-4,430 Reduced 2.84%
151,735 $4.24 Billion
Q4 2024

Aug 08, 2025
BUY
$26.93 - $84.95 $4.21 Million - $13.3 Million
156,165 New
156,165 $4.27 Billion

Others Institutions Holding SCHD

# of Institutions
2,059
Shares Held
873M
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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