Castle Rock Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Castle Rock Wealth Management, LLC

  • $409 Million
  • Q3 2025

A detailed history of Castle Rock Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 9,224 shares of SCHD stock, worth $251,261. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,224
Previous 9,146 0.85%
Holding current value
$251,261
Previous $242,000 3.72%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 16, 2025
BUY
$26.38 - $27.95 $2,057 - $2,180
78 Added 0.85%
9,224 $251,000
Q2 2025

Jul 23, 2025
BUY
$24.32 - $27.87 $222,430 - $254,899
9,146 New
9,146 $242,000
Q3 2023

Oct 10, 2023
BUY
$70.63 - $75.66 $203,485 - $217,976
2,881 New
2,881 $203,000
Q1 2019

May 15, 2019
BUY
N/A
765 New
765 $0

Others Institutions Holding SCHD

# of Institutions
2,060
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
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