Olistico Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Olistico Wealth, LLC

$189 Billion
Q3 2025

A detailed history of Olistico Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Olistico Wealth, LLC holds 92,418 shares of SCHD stock, worth $2.52 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

92,418

Previous 78,996 16.99%

Holding current value

$2.52 Million

Previous $2.09 Billion 20.52%

% of portfolio

1.33%

Previous 1.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$26.38 - $27.95 $354,072 - $375,144	13,422 Added 16.99%	92,418 $2.52 Billion
Q2 2025 Jul 22, 2025	BUY	$24.32 - $27.87 $1.43 Million - $1.64 Million	58,882 Added 292.74%	78,996 $2.09 Billion
Q1 2025 Apr 29, 2025	BUY	$27.01 - $28.54 $513,081 - $542,145	18,996 Added 1699.11%	20,114 $562 Million
Q4 2024 Jan 17, 2025	BUY	$26.93 - $84.95 $20,143 - $63,542	748 Added 202.16%	1,118 $30.6 Million
Q3 2024 Oct 08, 2024	BUY	$77.02 - $85.06 $308 - $340	4 Added 1.09%	370 $31.3 Million

Q2 2024 Jul 09, 2024	BUY	$75.81 - $80.15 $27,746 - $29,334	366 New	366 $28.5 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

Ticker SCHD
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Olistico Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History