Journey Strategic Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Journey Strategic Wealth LLC

$3.41 Billion
Q3 2025

A detailed history of Journey Strategic Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 43,502 shares of SCHD stock, worth $1.18 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

43,502

Previous 110,517 60.64%

Holding current value

$1.18 Million

Previous $2.93 Million 59.46%

% of portfolio

0.03%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$26.38 - $27.95 $1.77 Million - $1.87 Million	-67,015 Reduced 60.64%	43,502 $1.19 Million
Q2 2025 Aug 12, 2025	SELL	$24.32 - $27.87 $43,824 - $50,221	-1,802 Reduced 1.6%	110,517 $2.93 Million
Q1 2025 May 06, 2025	BUY	$27.01 - $28.54 $155,199 - $163,990	5,746 Added 5.39%	112,319 $3.14 Million
Q4 2024 Jan 24, 2025	BUY	$26.93 - $84.95 $1.97 Million - $6.23 Million	73,310 Added 220.4%	106,573 $2.91 Million
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $2.56 Million - $2.83 Million	33,263 New	33,263 $2.81 Million

Q2 2022 Aug 15, 2022	SELL	$70.31 - $80.24 $260,147 - $296,888	-3,700 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$74.93 - $80.86 $277,241 - $299,182	3,700 New	3,700 $299,000

Others Institutions Holding SCHD

# of Institutions

2,057

Shares Held

873M

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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Journey Strategic Wealth LLC Schwab Strategic Tr Us Dividen Transaction History