Level Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Level Wealth Management LLC

  • $190 Billion
  • Q3 2025

A detailed history of Level Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Level Wealth Management LLC holds 28,267 shares of SCHD stock, worth $769,993. This represents 0.41% of its overall portfolio holdings.

Number of Shares
28,267
Previous 28,120 0.52%
Holding current value
$769,993
Previous $745 Million 3.56%
% of portfolio
0.41%
Previous 0.43%

Shares

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

Oct 23, 2025
BUY
$26.38 - $27.95 $3,877 - $4,108
147 Added 0.52%
28,267 $772 Million
Q2 2025

Jul 29, 2025
BUY
$24.32 - $27.87 $3,623 - $4,152
149 Added 0.53%
28,120 $745 Million
Q1 2025

Apr 28, 2025
BUY
$27.01 - $28.54 $3,646 - $3,852
135 Added 0.48%
27,971 $782 Million
Q4 2024

Jan 24, 2025
BUY
$26.93 - $84.95 $749,623 - $2.36 Million
27,836 New
27,836 $760 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

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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