Kfg Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Kfg Wealth Management, LLC

$472 Million
Q3 2025

A detailed history of Kfg Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 68,332 shares of SCHD stock, worth $1.86 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

68,332

Previous 49,255 38.73%

Holding current value

$1.86 Million

Previous $1.31 Million 42.91%

% of portfolio

0.39%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$26.38 - $27.95 $503,251 - $533,202	19,077 Added 38.73%	68,332 $1.87 Million
Q2 2025 Jul 14, 2025	BUY	$24.32 - $27.87 $238,798 - $273,655	9,819 Added 24.9%	49,255 $1.31 Million
Q1 2025 Apr 11, 2025	BUY	$27.01 - $28.54 $321,094 - $339,283	11,888 Added 43.15%	39,436 $1.09 Million
Q4 2024 Jan 21, 2025	BUY	$26.93 - $84.95 $553,653 - $1.75 Million	20,559 Added 294.16%	27,548 $752,000
Q3 2024 Oct 15, 2024	BUY	$77.02 - $85.06 $47,598 - $52,567	618 Added 9.7%	6,989 $590,000

Q2 2024 Jul 19, 2024	BUY	$75.81 - $80.15 $173,756 - $183,703	2,292 Added 56.19%	6,371 $495,000
Q1 2024 Apr 19, 2024	BUY	$75.25 - $80.63 $306,944 - $328,889	4,079 New	4,079 $328,000

Others Institutions Holding SCHD

# of Institutions

2,056

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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Kfg Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History