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

Fma Wealth Management, LLC

$146 Billion
Q3 2025

A detailed history of Fma Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fma Wealth Management, LLC holds 99,035 shares of SCHD stock, worth $2.7 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

99,035

Previous 96,113 3.04%

Holding current value

$2.7 Million

Previous $2.55 Billion 6.15%

% of portfolio

1.86%

Previous 1.88%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$26.38 - $27.95 $77,082 - $81,669	2,922 Added 3.04%	99,035 $2.7 Billion
Q2 2025 Jul 15, 2025	BUY	$24.32 - $27.87 $54,306 - $62,233	2,233 Added 2.38%	96,113 $2.55 Billion
Q1 2025 Apr 22, 2025	SELL	$27.01 - $28.54 $3,889 - $4,109	-144 Reduced 0.15%	93,880 $2.68 Billion
Q4 2024 Feb 03, 2025	BUY	$26.93 - $84.95 $1.69 Million - $5.34 Million	62,908 Added 202.17%	94,024 $2.57 Billion
Q3 2024 Oct 15, 2024	BUY	$77.02 - $85.06 $95,735 - $105,729	1,243 Added 4.16%	31,116 $2.63 Billion

Q2 2024 Jul 18, 2024	BUY	$75.81 - $80.15 $454 - $480	6 Added 0.02%	29,873 $2.32 Billion
Q1 2024 Apr 29, 2024	BUY	$75.25 - $80.63 $124,087 - $132,958	1,649 Added 5.84%	29,867 $2.41 Billion
Q4 2023 Feb 09, 2024	BUY	$66.9 - $76.32 $1.89 Million - $2.15 Million	28,218 New	28,218 $2.15 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

Ticker SCHD
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Fma Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History