Simplicity Wealth,Llc Schwab Strategic Tr Us Dividen Transaction History

Simplicity Wealth,Llc

$1.59 Billion
Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Simplicity Wealth,Llc holds 94,483 shares of SCHD stock, worth $2.57 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

94,483

Previous 113,079 16.45%

Holding current value

$2.57 Million

Previous $3 Million 13.92%

% of portfolio

0.16%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$26.38 - $27.95 $490,562 - $519,758	-18,596 Reduced 16.45%	94,483 $2.58 Million
Q2 2025 Jul 22, 2025	SELL	$24.32 - $27.87 $829,433 - $950,506	-34,105 Reduced 23.17%	113,079 $3 Million
Q1 2025 Apr 14, 2025	BUY	$27.01 - $28.54 $3.07 Million - $3.25 Million	113,807 Added 340.97%	147,184 $4.06 Million
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $57,037 - $179,924	2,118 Added 6.78%	33,377 $911,000
Q3 2024 Oct 09, 2024	SELL	$77.02 - $85.06 $838,901 - $926,473	-10,892 Reduced 25.84%	31,259 $2.64 Million

Q2 2024 Jul 10, 2024	SELL	$75.81 - $80.15 $874,013 - $924,049	-11,529 Reduced 21.48%	42,151 $3.28 Million
Q1 2024 Apr 24, 2024	BUY	$75.25 - $80.63 $3.61 Million - $3.87 Million	48,016 Added 847.74%	53,680 $4.33 Million
Q4 2023 Jan 29, 2024	BUY	$66.9 - $76.32 $378,921 - $432,276	5,664 New	5,664 $431,000

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

Ticker SCHD
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Simplicity Wealth,Llc Schwab Strategic Tr Us Dividen Transaction History