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

Moran Wealth Management, LLC

  • $3.16 Billion
  • Q3 2025

A detailed history of Moran Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Moran Wealth Management, LLC holds 177,998 shares of SCHD stock, worth $4.85 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
177,998
Previous 164,167 8.42%
Holding current value
$4.85 Million
Previous $4.35 Million 11.7%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Oct 23, 2025
BUY
$26.38 - $27.95 $364,861 - $386,576
13,831 Added 8.42%
177,998 $4.86 Million
Q2 2025

Jul 28, 2025
BUY
$24.32 - $27.87 $351,059 - $402,303
14,435 Added 9.64%
164,167 $4.35 Million
Q1 2025

Apr 23, 2025
SELL
$27.01 - $28.54 $32,114 - $33,934
-1,189 Reduced 0.79%
149,732 $4.19 Million
Q4 2024

Feb 07, 2025
BUY
$26.93 - $84.95 $3.11 Million - $9.82 Million
115,552 Added 326.7%
150,921 $4.12 Million
Q3 2024

Nov 08, 2024
SELL
$77.02 - $85.06 $87,648 - $96,798
-1,138 Reduced 3.12%
35,369 $2.99 Million
Q2 2024

Aug 13, 2024
SELL
$75.81 - $80.15 $105,830 - $111,889
-1,396 Reduced 3.68%
36,507 $2.84 Million
Q1 2024

May 15, 2024
SELL
$75.25 - $80.63 $1.52 Million - $1.63 Million
-20,230 Reduced 34.8%
37,903 $3.06 Million
Q4 2023

Feb 07, 2024
SELL
$66.9 - $76.32 $460,138 - $524,928
-6,878 Reduced 10.58%
58,133 $4.43 Million
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $88,852 - $95,180
1,258 Added 1.97%
65,011 $4.6 Million
Q2 2023

Aug 10, 2023
BUY
$69.18 - $73.94 $4.41 Million - $4.71 Million
63,753 New
63,753 $4.63 Million

Others Institutions Holding SCHD

# of Institutions
2,061
Shares Held
865M
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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