Ridgeline Wealth Planning, LLC Schwab Strategic Tr Us Dividen Transaction History

Ridgeline Wealth Planning, LLC

  • $133 Billion
  • Q3 2025

A detailed history of Ridgeline Wealth Planning, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 14,268 shares of SCHD stock, worth $388,660. This represents 0.29% of its overall portfolio holdings.

Number of Shares
14,268
Previous 15,353 7.07%
Holding current value
$388,660
Previous $407 Million 4.26%
% of portfolio
0.29%
Previous 0.33%

Shares

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

Oct 29, 2025
SELL
$26.38 - $27.95 $28,622 - $30,325
-1,085 Reduced 7.07%
14,268 $390 Million
Q2 2025

Jul 24, 2025
SELL
$24.32 - $27.87 $35,847 - $41,080
-1,474 Reduced 8.76%
15,353 $407 Million
Q1 2025

Apr 30, 2025
SELL
$27.01 - $28.54 $18,825 - $19,892
-697 Reduced 3.98%
16,827 $470 Million
Q4 2024

Jan 29, 2025
BUY
$26.93 - $84.95 $471,921 - $1.49 Million
17,524 New
17,524 $479 Million

Others Institutions Holding SCHD

# of Institutions
2,055
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
Track This Portfolio

Track Ridgeline Wealth Planning, LLC Portfolio

Follow Ridgeline Wealth Planning, 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 Ridgeline Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ridgeline Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email