Perissos Private Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Perissos Private Wealth Management, LLC

$137 Billion
Q3 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 25,524 shares of SCHD stock, worth $695,273. This represents 0.51% of its overall portfolio holdings.

Number of Shares

25,524

Previous 25,945 1.62%

Holding current value

$695,273

Previous $688 Million 1.35%

% of portfolio

0.51%

Previous 0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$26.38 - $27.95 $11,105 - $11,766	-421 Reduced 1.62%	25,524 $697 Million
Q2 2025 Jul 31, 2025	BUY	$24.32 - $27.87 $14,786 - $16,944	608 Added 2.4%	25,945 $688 Million
Q1 2025 Apr 25, 2025	BUY	$27.01 - $28.54 $13,694 - $14,469	507 Added 2.04%	25,337 $708 Million
Q4 2024 Jan 29, 2025	BUY	$26.93 - $84.95 $452,181 - $1.43 Million	16,791 Added 208.87%	24,830 $678 Million
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $23,722 - $26,198	308 Added 3.98%	8,039 $680 Million

Q2 2024 Aug 09, 2024	SELL	$75.81 - $80.15 $187,478 - $198,210	-2,473 Reduced 24.24%	7,731 $601 Million
Q1 2024 May 14, 2024	BUY	$75.25 - $80.63 $767,851 - $822,748	10,204 New	10,204 $823 Million

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

873M

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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Perissos Private Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History