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

49 Wealth Management, LLC

$1.06 Trillion
Q3 2025

A detailed history of 49 Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, 49 Wealth Management, LLC holds 13,323 shares of SCHD stock, worth $362,918. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,323

Previous 16,101 17.25%

Holding current value

$362,918

Previous $427 Million 14.75%

% of portfolio

0.03%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$26.38 - $27.95 $73,283 - $77,645	-2,778 Reduced 17.25%	13,323 $364 Million
Q2 2025 Aug 07, 2025	SELL	$24.32 - $27.87 $75,075 - $86,034	-3,087 Reduced 16.09%	16,101 $427 Million
Q1 2025 Apr 30, 2025	SELL	$27.01 - $28.54 $11,101 - $11,729	-411 Reduced 2.1%	19,188 $537 Million
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $325,987 - $1.03 Million	12,105 Added 161.53%	19,599 $535 Million
Q3 2024 Nov 12, 2024	SELL	$77.02 - $85.06 $4,082 - $4,508	-53 Reduced 0.7%	7,494 $633 Million

Q2 2024 Jul 30, 2024	BUY	$75.81 - $80.15 $46,926 - $49,612	619 Added 8.93%	7,547 $584 Million
Q1 2024 May 07, 2024	BUY	$75.25 - $80.63 $107,005 - $114,655	1,422 Added 25.83%	6,928 $555 Million
Q4 2023 May 07, 2024	BUY	$66.9 - $76.32 $368,351 - $420,217	5,506 New	5,506 $419 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

Ticker SCHD
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49 Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History