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

Ptm Wealth Management, LLC

  • $168 Billion
  • Q3 2025

A detailed history of Ptm Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 11,669 shares of SCHD stock, worth $317,863. This represents 0.19% of its overall portfolio holdings.

Number of Shares
11,669
Previous 11,729 0.51%
Holding current value
$317,863
Previous $321 Million 0.54%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Oct 27, 2025
SELL
$26.38 - $27.95 $1,582 - $1,677
-60 Reduced 0.51%
11,669 $319 Million
Q2 2025

Jul 08, 2025
BUY
$24.32 - $27.87 $9,873 - $11,315
406 Added 3.59%
11,729 $321 Million
Q1 2025

May 07, 2025
BUY
$27.01 - $28.54 $305,834 - $323,158
11,323 New
11,323 $275 Million

Others Institutions Holding SCHD

# of Institutions
2,056
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
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