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

Private Wealth Management Group, LLC

  • $363 Billion
  • Q3 2025

A detailed history of Private Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 44 shares of SCHD stock, worth $1,198. This represents 0.0% of its overall portfolio holdings.

Number of Shares
44
Previous 43 2.33%
Holding current value
$1,198
Previous $1.15 Million 4.01%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 17, 2025
BUY
$26.38 - $27.95 $26 - $27
1 Added 2.33%
44 $1.19 Million
Q2 2025

Jul 29, 2025
SELL
$24.32 - $27.87 $1,021 - $1,170
-42 Reduced 49.41%
43 $1.15 Million
Q4 2024

Jan 27, 2025
BUY
$26.93 - $84.95 $1,535 - $4,842
57 Added 203.57%
85 $2.31 Million
Q4 2023

Feb 08, 2024
BUY
$66.9 - $76.32 $1,873 - $2,136
28 New
28 $2.11 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
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