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

Tcfg Wealth Management, LLC

  • $242 Billion
  • Q3 2025

A detailed history of Tcfg Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 8,473 shares of SCHD stock, worth $230,804. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,473
Previous 8,758 3.25%
Holding current value
$230,804
Previous $232 Million 0.33%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Nov 18, 2025
SELL
$26.38 - $27.95 $7,518 - $7,965
-285 Reduced 3.25%
8,473 $231 Million
Q2 2025

Jul 22, 2025
BUY
$24.32 - $27.87 $72 - $83
3 Added 0.03%
8,758 $232 Million
Q1 2025

Apr 16, 2025
BUY
$27.01 - $28.54 $6,536 - $6,906
242 Added 2.84%
8,755 $245 Million
Q4 2024

Jan 30, 2025
BUY
$26.93 - $84.95 $143,590 - $452,953
5,332 Added 167.62%
8,513 $233 Million
Q3 2024

Oct 15, 2024
BUY
$77.02 - $85.06 $245,000 - $270,575
3,181 New
3,181 $269 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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