Barnes Wealth Management Group, Inc Schwab Strategic Tr Us Dividen Transaction History

Barnes Wealth Management Group, Inc

$182 Billion
Q3 2025

A detailed history of Barnes Wealth Management Group, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 84,899 shares of SCHD stock, worth $2.31 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

84,899

Previous 83,666 1.47%

Holding current value

$2.31 Million

Previous $2.22 Billion 4.54%

% of portfolio

1.28%

Previous 1.31%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$26.38 - $27.95 $32,526 - $34,462	1,233 Added 1.47%	84,899 $2.32 Billion
Q2 2025 Aug 27, 2025	SELL	$24.32 - $27.87 $13,059 - $14,966	-537 Reduced 0.64%	83,666 $2.22 Billion
Q1 2025 May 14, 2025	BUY	$27.01 - $28.54 $362,231 - $382,749	13,411 Added 18.94%	84,203 $2.35 Billion
Q4 2024 May 12, 2025	BUY	$26.93 - $84.95 $1.91 Million - $6.01 Million	70,792 New	70,792 $1.93 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

Ticker SCHD
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Barnes Wealth Management Group, Inc Schwab Strategic Tr Us Dividen Transaction History