Jupiter Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Jupiter Wealth Management LLC

  • $208 Million
  • Q3 2025

A detailed history of Jupiter Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 15,000 shares of SCHD stock, worth $408,600. This represents 0.2% of its overall portfolio holdings.

Number of Shares
15,000
Holding current value
$408,600
% of portfolio
0.2%

Shares

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

Nov 14, 2025
BUY
$26.38 - $27.95 $395,700 - $419,250
15,000 New
15,000 $409,000
Q3 2024

Nov 04, 2024
BUY
$77.02 - $85.06 $231,060 - $255,180
3,000 Added 150.0%
5,000 $422,000
Q2 2024

Aug 12, 2024
BUY
$75.81 - $80.15 $151,620 - $160,300
2,000 New
2,000 $155,000

Others Institutions Holding SCHD

# of Institutions
2,058
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
  • Industry ETFs
More about SCHD
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