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

Connecticut Wealth Management, LLC

  • $2.23 Billion
  • Q3 2025

A detailed history of Connecticut Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 29,600 shares of SCHD stock, worth $806,304. This represents 0.04% of its overall portfolio holdings.

Number of Shares
29,600
Previous 29,600 -0.0%
Holding current value
$806,304
Previous $784,000 3.06%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$24.32 - $27.87 $10,627 - $12,179
437 Added 1.5%
29,600 $784,000
Q1 2025

May 15, 2025
BUY
$27.01 - $28.54 $787,692 - $832,312
29,163 New
29,163 $815,000
Q3 2023

Oct 19, 2023
SELL
$70.63 - $75.66 $45,909 - $49,179
-650 Reduced 6.29%
9,676 $684,000
Q1 2023

Apr 18, 2023
BUY
$70.28 - $78.03 $725,711 - $805,737
10,326 New
10,326 $755,000

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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