Johnson & White Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Johnson & White Wealth Management, LLC

$204 Million
Q3 2025

A detailed history of Johnson & White Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 308,820 shares of SCHD stock, worth $8.41 Million. This represents 4.12% of its overall portfolio holdings.

Number of Shares

308,820

Previous 292,611 5.54%

Holding current value

$8.41 Million

Previous $7.75 Million 8.72%

% of portfolio

4.12%

Previous 3.91%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$26.38 - $27.95 $427,593 - $453,041	16,209 Added 5.54%	308,820 $8.43 Million
Q2 2025 Jul 17, 2025	BUY	$24.32 - $27.87 $394,786 - $452,413	16,233 Added 5.87%	292,611 $7.75 Million
Q1 2025 Apr 10, 2025	BUY	$27.01 - $28.54 $548,465 - $579,533	20,306 Added 7.93%	276,378 $7.73 Million
Q4 2024 Jan 13, 2025	BUY	$26.93 - $84.95 $6.9 Million - $21.8 Million	256,072 New	256,072 $6.98 Million
Q1 2024 Apr 10, 2024	BUY	$75.25 - $80.63 $355,104 - $380,492	4,719 Added 6.79%	74,235 $5.99 Million

Q4 2023 Jan 17, 2024	SELL	$66.9 - $76.32 $825,679 - $941,941	-12,342 Reduced 15.08%	69,516 $5.29 Million
Q3 2023 Oct 12, 2023	BUY	$70.63 - $75.66 $5.78 Million - $6.19 Million	81,858 New	81,858 $5.79 Million
Q1 2023 Apr 17, 2023	BUY	$70.28 - $78.03 $3.15 Million - $3.5 Million	44,808 Added 117.76%	82,857 $6.06 Million
Q4 2022 Jan 18, 2023	SELL	$67.16 - $79.06 $2.41 Million - $2.83 Million	-35,843 Reduced 48.51%	38,049 $2.03 Million
Q3 2022 Nov 14, 2022	BUY	$66.43 - $77.87 $4.91 Million - $5.75 Million	73,892 New	73,892 $4.91 Million

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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Johnson & White Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History