Sea Crest Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Sea Crest Wealth Management, LLC

  • $913 Million
  • Q4 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 104,592 shares of SCHD stock, worth $2.85 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
104,592
Previous 111,112 5.87%
Holding current value
$2.85 Million
Previous $3.03 Million 6.07%
% of portfolio
0.31%
Previous 0.34%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$26.44 - $27.53 $172,388 - $179,495
-6,520 Reduced 5.87%
104,592 $2.85 Million
Q3 2025

Nov 13, 2025
SELL
$26.38 - $27.95 $45,505 - $48,213
-1,725 Reduced 1.53%
111,112 $3.03 Million
Q2 2025

Jul 11, 2025
BUY
$24.32 - $27.87 $13,692 - $15,690
563 Added 0.5%
112,837 $2.99 Million
Q1 2025

Apr 11, 2025
SELL
$27.01 - $28.54 $207,571 - $219,329
-7,685 Reduced 6.41%
112,274 $3.1 Million
Q4 2024

Jan 14, 2025
BUY
$26.93 - $84.95 $2.16 Million - $6.82 Million
80,273 Added 202.27%
119,959 $3.28 Million
Q3 2024

Oct 16, 2024
BUY
$77.02 - $85.06 $13,709 - $15,140
178 Added 0.45%
39,686 $3.35 Million
Q2 2024

Jul 19, 2024
SELL
$75.81 - $80.15 $2,577 - $2,725
-34 Reduced 0.09%
39,508 $3.07 Million
Q1 2024

Apr 18, 2024
BUY
$75.25 - $80.63 $475,279 - $509,259
6,316 Added 19.01%
39,542 $3.19 Million
Q4 2023

Jan 18, 2024
SELL
$66.9 - $76.32 $523,893 - $597,661
-7,831 Reduced 19.07%
33,226 $2.53 Million
Q3 2023

Oct 12, 2023
BUY
$70.63 - $75.66 $112,089 - $120,072
1,587 Added 4.02%
41,057 $2.91 Million
Q2 2023

Jul 14, 2023
BUY
$69.18 - $73.94 $120,511 - $128,803
1,742 Added 4.62%
39,470 $2.87 Million
Q1 2023

May 11, 2023
SELL
$70.28 - $78.03 $186,593 - $207,169
-2,655 Reduced 6.57%
37,728 $2.76 Million
Q4 2022

Feb 14, 2023
SELL
$67.16 - $79.06 $251,715 - $296,316
-3,748 Reduced 8.49%
40,383 $3.05 Million
Q3 2022

Nov 14, 2022
SELL
$66.43 - $77.87 $23,781 - $27,877
-358 Reduced 0.8%
44,131 $2.93 Million
Q2 2022

Aug 09, 2022
SELL
$70.31 - $80.24 $25,241 - $28,806
-359 Reduced 0.8%
44,489 $3.19 Million
Q1 2022

May 16, 2022
BUY
$75.14 - $81.94 $542,585 - $591,688
7,221 Added 19.19%
44,848 $3.54 Million
Q4 2021

Feb 11, 2022
SELL
$74.93 - $80.86 $122,285 - $131,963
-1,632 Reduced 4.16%
37,627 $3.04 Million
Q3 2021

Nov 16, 2021
SELL
$74.23 - $78.13 $223,135 - $234,858
-3,006 Reduced 7.11%
39,259 $2.92 Million
Q2 2021

Aug 12, 2021
SELL
$73.32 - $77.65 $92,089 - $97,528
-1,256 Reduced 2.89%
42,265 $3.2 Million
Q1 2021

May 17, 2021
SELL
$63.23 - $73.67 $20,549 - $23,942
-325 Reduced 0.74%
43,521 $3.17 Million
Q4 2020

Feb 09, 2021
BUY
$54.8 - $65.16 $37,209 - $44,243
679 Added 1.57%
43,846 $2.81 Million
Q3 2020

Nov 12, 2020
SELL
$50.37 - $58.54 $136,855 - $159,053
-2,717 Reduced 5.92%
43,167 $2.39 Million
Q2 2020

Jul 27, 2020
SELL
$43.56 - $56.5 $43,560 - $56,500
-1,000 Reduced 2.13%
45,884 $2.37 Million
Q1 2020

May 13, 2020
BUY
$39.5 - $59.28 $17,340 - $26,023
439 Added 0.95%
46,884 $2.11 Million
Q4 2019

Jan 22, 2020
BUY
$52.87 - $58.15 $284,863 - $313,312
5,388 Added 13.12%
46,445 $2.69 Million
Q3 2019

Oct 15, 2019
BUY
$54.39 - $55.76 $639,680 - $655,793
11,761 Added 40.15%
41,057 $2.25 Million
Q2 2019

Jul 19, 2019
BUY
N/A
3,123 Added 11.93%
29,296 $1.56 Million
Q1 2019

May 10, 2019
BUY
N/A
2,818 Added 12.07%
26,173 $1.37 Million
Q4 2018

Feb 13, 2019
BUY
N/A
329 Added 1.43%
23,355 $1.1 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-2,472 Reduced 9.69%
23,026 $1.22 Million
Q2 2018

Aug 03, 2018
SELL
N/A
-73 Reduced 0.29%
25,498 $1.26 Million
Q1 2018

Apr 20, 2018
BUY
N/A
6,154 Added 31.69%
25,571 $1.25 Million
Q4 2017

Feb 02, 2018
BUY
N/A
19,417
19,417 $994,000

Others Institutions Holding SCHD

# of Institutions
2,057
Shares Held
868M
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 Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth 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 Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email