Channel Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Channel Wealth LLC

  • $374 Billion
  • Q3 2025

A detailed history of Channel Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Channel Wealth LLC holds 385,365 shares of SCHD stock, worth $10.5 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares
385,365
Previous 394,853 2.4%
Holding current value
$10.5 Million
Previous $10.5 Billion 0.54%
% of portfolio
2.81%
Previous 2.96%

Shares

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

Oct 07, 2025
SELL
$26.38 - $27.95 $250,293 - $265,189
-9,488 Reduced 2.4%
385,365 $10.5 Billion
Q2 2025

Jul 09, 2025
BUY
$24.32 - $27.87 $3.75 Million - $4.3 Million
154,248 Added 64.11%
394,853 $10.5 Billion
Q1 2025

Apr 10, 2025
BUY
$27.01 - $28.54 $922,796 - $975,069
34,165 Added 16.55%
240,605 $6.73 Billion
Q4 2024

Jan 14, 2025
BUY
$26.93 - $84.95 $4.15 Million - $13.1 Million
153,968 Added 293.43%
206,440 $5.64 Billion
Q3 2024

Oct 31, 2024
BUY
$77.02 - $85.06 $443,866 - $490,200
5,763 Added 12.34%
52,472 $4.44 Billion
Q2 2024

Aug 05, 2024
SELL
$75.81 - $80.15 $569,560 - $602,166
-7,513 Reduced 13.86%
46,709 $3.63 Billion
Q1 2024

Apr 12, 2024
BUY
$75.25 - $80.63 $177,439 - $190,125
2,358 Added 4.55%
54,222 $4.37 Billion
Q4 2023

Jan 08, 2024
SELL
$66.9 - $76.32 $129,317 - $147,526
-1,933 Reduced 3.59%
51,864 $3.95 Billion
Q3 2023

Oct 24, 2023
BUY
$70.63 - $75.66 $710,255 - $760,836
10,056 Added 22.99%
53,797 $3.81 Billion
Q2 2023

Jul 26, 2023
BUY
$69.18 - $73.94 $892,560 - $953,973
12,902 Added 41.84%
43,741 $3.18 Billion
Q1 2023

Apr 27, 2023
BUY
$70.28 - $78.03 $2.17 Million - $2.41 Million
30,839 New
30,839 $2.26 Billion

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

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Channel Wealth LLC Portfolio

Follow Channel Wealth LLC 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 Channel Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Channel Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email