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

Gsb Wealth Management, LLC

$411 Million
Q3 2025

A detailed history of Gsb Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gsb Wealth Management, LLC holds 4,721 shares of SCHD stock, worth $128,600. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,721

Previous 24,490 80.72%

Holding current value

$128,600

Previous $648,000 80.25%

% of portfolio

0.03%

Previous 0.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$26.38 - $27.95 $521,506 - $552,543	-19,769 Reduced 80.72%	4,721 $128,000
Q2 2025 Jul 14, 2025	BUY	$24.32 - $27.87 $491,385 - $563,113	20,205 Added 471.53%	24,490 $648,000
Q1 2025 Apr 18, 2025	BUY	$27.01 - $28.54 $115,737 - $122,293	4,285 New	4,285 $118,000
Q3 2024 Oct 25, 2024	SELL	$77.02 - $85.06 $306,231 - $338,198	-3,976 Reduced 73.1%	1,463 $123,000
Q2 2024 Jul 18, 2024	BUY	$75.81 - $80.15 $2,804 - $2,965	37 Added 0.68%	5,439 $422,000

Q1 2024 May 02, 2024	BUY	$75.25 - $80.63 $8,954 - $9,594	119 Added 2.25%	5,402 $435,000
Q4 2023 Feb 13, 2024	BUY	$66.9 - $76.32 $6,756 - $7,708	101 Added 1.95%	5,283 $402,000
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $6,851 - $7,339	97 Added 1.91%	5,182 $366,000
Q2 2023 Aug 08, 2023	SELL	$69.18 - $73.94 $183,327 - $195,941	-2,650 Reduced 34.26%	5,085 $369,000
Q1 2023 May 18, 2023	BUY	$70.28 - $78.03 $543,615 - $603,562	7,735 New	7,735 $565,000

Others Institutions Holding SCHD

# of Institutions

2,063

Shares Held

866M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Gsb Wealth Management, LLC with notifications on news.

Account

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