Prestige Wealth Management Group LLC Schwab Strategic Tr Us Dividen Transaction History

Prestige Wealth Management Group LLC

  • $491 Million
  • Q3 2025

A detailed history of Prestige Wealth Management Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 3,832 shares of SCHD stock, worth $104,383. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,832
Previous 3,832 -0.0%
Holding current value
$104,383
Previous $101,000 2.97%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$24.32 - $27.87 $2,432 - $2,787
100 Added 2.68%
3,832 $101,000
Q4 2024

Feb 11, 2025
BUY
$26.93 - $84.95 $67,001 - $211,355
2,488 Added 200.0%
3,732 $101,000
Q3 2023

Apr 26, 2024
SELL
$70.63 - $75.66 $2,825 - $3,026
-40 Reduced 3.12%
1,244 $88,000
Q3 2023

Nov 13, 2023
SELL
$70.63 - $75.66 $2,825 - $3,026
-40 Reduced 3.12%
1,244 $88,000
Q2 2023

Apr 26, 2024
SELL
$69.18 - $73.94 $8,094 - $8,650
-117 Reduced 8.35%
1,284 $93,000
Q2 2023

Aug 11, 2023
SELL
$69.18 - $73.94 $8,094 - $8,650
-117 Reduced 8.35%
1,284 $93,000
Q1 2023

Apr 26, 2024
BUY
$70.28 - $78.03 $11,033 - $12,250
157 Added 12.62%
1,401 $102,000
Q2 2022

Aug 10, 2022
BUY
$70.31 - $80.24 $8,226 - $9,388
117 Added 9.11%
1,401 $100,000
Q3 2021

Nov 12, 2021
SELL
$74.23 - $78.13 $816 - $859
-11 Reduced 0.85%
1,284 $95,000
Q1 2021

May 13, 2021
SELL
$63.23 - $73.67 $3,161 - $3,683
-50 Reduced 3.72%
1,295 $94,000
Q3 2020

Oct 26, 2020
SELL
$50.37 - $58.54 $1,712 - $1,990
-34 Reduced 2.47%
1,345 $74,000
Q2 2019

Aug 16, 2019
SELL
N/A
-90 Reduced 6.13%
1,379 $73,000
Q1 2019

Aug 16, 2019
SELL
N/A
-1,787 Reduced 54.88%
1,469 $77,000
Q4 2018

Apr 16, 2019
BUY
N/A
3,256 New
3,256 $153,000

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
866M
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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