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

Partners Wealth Management, LLC

  • $101 Billion
  • Q3 2025

A detailed history of Partners Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Partners Wealth Management, LLC holds 16,420 shares of SCHD stock, worth $447,280. This represents 0.44% of its overall portfolio holdings.

Number of Shares
16,420
Previous 13,061 25.72%
Holding current value
$447,280
Previous $364 Million 23.15%
% of portfolio
0.44%
Previous 0.41%

Shares

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

Oct 29, 2025
BUY
$26.38 - $27.95 $88,610 - $93,884
3,359 Added 25.72%
16,420 $448 Million
Q4 2024

Feb 04, 2025
BUY
$26.93 - $84.95 $351,732 - $1.11 Million
13,061 New
13,061 $357 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
Track This Portfolio

Track Partners Wealth Management, LLC Portfolio

Follow Partners Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Partners Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Partners Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email