Iag Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Iag Wealth Partners, LLC

$743 Million
Q3 2025

A detailed history of Iag Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 394 shares of SCHD stock, worth $10,732. This represents 0.0% of its overall portfolio holdings.

Number of Shares

394

Previous 394 -0.0%

Holding current value

$10,732

Previous $10,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$24.32 - $27.87 $6,080 - $6,967	250 Added 173.61%	394 $10,000
Q4 2024 Feb 10, 2025	SELL	$26.93 - $84.95 $10,314 - $32,535	-383 Reduced 72.68%	144 $3,000
Q3 2024 Oct 29, 2024	BUY	$77.02 - $85.06 $36,892 - $40,743	479 Added 997.92%	527 $44,000
Q3 2023 Oct 24, 2023	SELL	$70.63 - $75.66 $18,716 - $20,049	-265 Reduced 84.66%	48 $3,000
Q2 2023 Aug 10, 2023	BUY	$69.18 - $73.94 $8,785 - $9,390	127 Added 68.28%	313 $22,000

Q1 2023 Apr 25, 2023	BUY	$70.28 - $78.03 $8,433 - $9,363	120 Added 181.82%	186 $13,000
Q4 2019 Feb 11, 2021	BUY	$52.87 - $58.15 $3,489 - $3,837	66 New	66 $4,000

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

869M

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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Iag Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History