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

Segment Wealth Management, LLC

  • $1.43 Billion
  • Q1 2025

A detailed history of Segment Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Segment Wealth Management, LLC holds 33,900 shares of SCHD stock, worth $862,416. This represents 0.07% of its overall portfolio holdings.

Number of Shares
33,900
Previous 57,630 41.18%
Holding current value
$862,416
Previous $1.57 Million 39.83%
% of portfolio
0.07%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$27.01 - $28.54 $640,947 - $677,254
-23,730 Reduced 41.18%
33,900 $947,000
Q4 2024

Jan 16, 2025
BUY
$26.93 - $84.95 $1.03 Million - $3.26 Million
38,420 Added 200.0%
57,630 $1.57 Million
Q2 2024

Jul 22, 2024
SELL
$75.81 - $80.15 $20.7 Million - $21.8 Million
-272,605 Reduced 93.42%
19,210 $1.49 Million
Q1 2024

Apr 24, 2024
SELL
$75.25 - $80.63 $3.99 Million - $4.28 Million
-53,025 Reduced 15.38%
291,815 $23.5 Million
Q4 2023

Jan 25, 2024
BUY
$66.9 - $76.32 $23.1 Million - $26.3 Million
344,840 New
344,840 $26.3 Million
Q2 2020

Jul 15, 2020
SELL
$43.56 - $56.5 $280,482 - $363,803
-6,439 Closed
0 $0
Q1 2020

Apr 24, 2020
SELL
$39.5 - $59.28 $5,727 - $8,595
-145 Reduced 2.2%
6,439 $290,000
Q4 2019

Jan 23, 2020
BUY
$52.87 - $58.15 $528 - $581
10 Added 0.15%
6,584 $381,000
Q3 2019

Oct 22, 2019
BUY
$54.39 - $55.76 $49,766 - $51,020
915 Added 16.17%
6,574 $360,000
Q2 2019

Jul 29, 2019
BUY
N/A
1,272 Added 28.99%
5,659 $300,000
Q1 2019

Apr 30, 2019
BUY
N/A
4,387 New
4,387 $229,000

Others Institutions Holding SCHD

# of Institutions
1,964
Shares Held
851M
Call Options Held
4.82M
Put Options Held
2.73M
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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