Institute For Wealth Management, Llc. Schwab Strategic Tr Us Dividen Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 27,594 shares of SCHD stock, worth $751,660. This represents 0.08% of its overall portfolio holdings.

Number of Shares
27,594
Previous 30,557 9.7%
Holding current value
$751,660
Previous $809,000 6.92%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 17, 2025
SELL
$26.38 - $27.95 $78,163 - $82,815
-2,963 Reduced 9.7%
27,594 $753,000
Q2 2025

Jul 18, 2025
BUY
$24.32 - $27.87 $2,991 - $3,428
123 Added 0.4%
30,557 $809,000
Q1 2025

Apr 21, 2025
SELL
$27.01 - $28.54 $50,022 - $52,856
-1,852 Reduced 5.74%
30,434 $850,000
Q4 2024

Jan 23, 2025
BUY
$26.93 - $84.95 $596,957 - $1.88 Million
22,167 Added 219.06%
32,286 $882,000
Q3 2024

Nov 12, 2024
SELL
$77.02 - $85.06 $49,215 - $54,353
-639 Reduced 5.94%
10,119 $855,000
Q2 2024

Jul 25, 2024
SELL
$75.81 - $80.15 $313,701 - $331,660
-4,138 Reduced 27.78%
10,758 $836,000
Q1 2024

Apr 30, 2024
SELL
$75.25 - $80.63 $307,847 - $329,857
-4,091 Reduced 21.55%
14,896 $1.2 Million
Q4 2023

Jan 31, 2024
SELL
$66.9 - $76.32 $37,530 - $42,815
-561 Reduced 2.87%
18,987 $1.45 Million
Q3 2023

Oct 13, 2023
SELL
$70.63 - $75.66 $62,295 - $66,732
-882 Reduced 4.32%
19,548 $1.38 Million
Q2 2023

Jul 25, 2023
BUY
$69.18 - $73.94 $57,142 - $61,074
826 Added 4.21%
20,430 $1.48 Million
Q1 2023

Apr 20, 2023
BUY
$70.28 - $78.03 $530,684 - $589,204
7,551 Added 62.65%
19,604 $1.43 Million
Q4 2022

Feb 02, 2023
BUY
$67.16 - $79.06 $234,455 - $275,998
3,491 Added 40.77%
12,053 $910,000
Q3 2022

Oct 18, 2022
SELL
$66.43 - $77.87 $14,614 - $17,131
-220 Reduced 2.51%
8,562 $569,000
Q2 2022

Jul 25, 2022
SELL
$70.31 - $80.24 $49,709 - $56,729
-707 Reduced 7.45%
8,782 $629,000
Q1 2022

Apr 29, 2022
BUY
$75.14 - $81.94 $8,039 - $8,767
107 Added 1.14%
9,489 $749,000
Q4 2021

Jan 21, 2022
BUY
$74.93 - $80.86 $218,795 - $236,111
2,920 Added 45.19%
9,382 $758,000
Q3 2021

Nov 15, 2021
BUY
$74.23 - $78.13 $6,754 - $7,109
91 Added 1.43%
6,462 $480,000
Q2 2021

Jul 21, 2021
BUY
$73.32 - $77.65 $83,878 - $88,831
1,144 Added 21.89%
6,371 $482,000
Q1 2021

May 04, 2021
BUY
$63.23 - $73.67 $20,612 - $24,016
326 Added 6.65%
5,227 $381,000
Q4 2020

Feb 01, 2021
BUY
$54.8 - $65.16 $19,892 - $23,653
363 Added 8.0%
4,901 $314,000
Q3 2020

Nov 03, 2020
BUY
$50.37 - $58.54 $32,287 - $37,524
641 Added 16.45%
4,538 $251,000
Q2 2020

Jul 30, 2020
BUY
$43.56 - $56.5 $169,753 - $220,180
3,897 New
3,897 $202,000
Q1 2020

Apr 29, 2020
SELL
$39.5 - $59.28 $129,402 - $194,201
-3,276 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$52.87 - $58.15 $173,202 - $190,499
3,276 New
3,276 $190,000
Q1 2018

May 15, 2018
SELL
N/A
-6,893 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
6,893
6,893 $352,000

Others Institutions Holding SCHD

# of Institutions
2,059
Shares Held
873M
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
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More about SCHD
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