New Edge Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025

A detailed history of New Edge Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, New Edge Wealth, LLC holds 127,479 shares of SCHD stock, worth $3.47 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
127,479
Previous 133,249 4.33%
Holding current value
$3.47 Million
Previous $3.53 Million 1.44%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 07, 2025
SELL
$26.38 - $27.95 $152,212 - $161,271
-5,770 Reduced 4.33%
127,479 $3.48 Million
Q2 2025

Aug 11, 2025
BUY
$24.32 - $27.87 $1.24 Million - $1.42 Million
51,105 Added 62.21%
133,249 $3.53 Million
Q1 2025

May 09, 2025
BUY
$27.01 - $28.54 $17,367 - $18,351
643 Added 0.79%
82,144 $2.3 Million
Q4 2024

Feb 04, 2025
BUY
$26.93 - $84.95 $1.41 Million - $4.44 Million
52,241 Added 178.54%
81,501 $2.23 Million
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $1.39 Million - $1.53 Million
18,025 Added 160.44%
29,260 $2.47 Million
Q2 2024

Aug 01, 2024
SELL
$75.81 - $80.15 $37,905 - $40,075
-500 Reduced 4.26%
11,235 $873,000
Q1 2024

May 06, 2024
BUY
$75.25 - $80.63 $1,881 - $2,015
25 Added 0.21%
11,735 $946,000
Q4 2023

Jan 29, 2024
SELL
$66.9 - $76.32 $50,844 - $58,003
-760 Reduced 6.09%
11,710 $891,000
Q3 2023

Nov 08, 2023
SELL
$70.63 - $75.66 $206,804 - $221,532
-2,928 Reduced 19.02%
12,470 $882,000
Q2 2023

Aug 09, 2023
SELL
$69.18 - $73.94 $71,047 - $75,936
-1,027 Reduced 6.25%
15,398 $1.12 Million
Q1 2023

May 08, 2023
BUY
$70.28 - $78.03 $1.15 Million - $1.28 Million
16,425 New
16,425 $1.2 Million

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
869M
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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