Caliber Wealth Management, LLC / Ks Schwab Strategic Tr Us Dividen Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 158,322 shares of SCHD stock, worth $4.31 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
158,322
Previous 180,215 12.15%
Holding current value
$4.31 Million
Previous $4.78 Billion 9.5%
% of portfolio
0.48%
Previous 0.51%

Shares

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

Nov 05, 2025
SELL
$26.38 - $27.95 $577,537 - $611,909
-21,893 Reduced 12.15%
158,322 $4.32 Billion
Q2 2025

Jul 30, 2025
SELL
$24.32 - $27.87 $59,024 - $67,640
-2,427 Reduced 1.33%
180,215 $4.78 Billion
Q1 2025

May 06, 2025
BUY
$27.01 - $28.54 $4.93 Million - $5.21 Million
182,642 New
182,642 $5.11 Billion

Others Institutions Holding SCHD

# of Institutions
2,061
Shares Held
865M
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
Track This Portfolio

Track Caliber Wealth Management, LLC / Ks Portfolio

Follow Caliber Wealth Management, LLC / Ks and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caliber Wealth Management, LLC / Ks, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC / Ks with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email