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

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 2025

A detailed history of Private Wealth Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 339 shares of SCHD stock, worth $9,234. This represents 0.0% of its overall portfolio holdings.

Number of Shares
339
Previous 4,650 92.71%
Holding current value
$9,234
Previous $123 Million 99.99%
% of portfolio
0.0%
Previous 0.02%

Shares

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

Nov 03, 2025
SELL
$26.38 - $27.95 $113,724 - $120,492
-4,311 Reduced 92.71%
339 $9,000
Q1 2025

May 15, 2025
BUY
$27.01 - $28.54 $125,596 - $132,711
4,650 New
4,650 $130 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
Track This Portfolio

Track Private Wealth Asset Management, LLC Portfolio

Follow Private Wealth Asset 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 Private Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email