Tradewinds Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Tradewinds Capital Management, LLC

$488 Million
Q4 2025

A detailed history of Tradewinds Capital Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tradewinds Capital Management, LLC holds 4,708 shares of SCHD stock, worth $128,245. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,708

Previous 829 467.91%

Holding current value

$128,245

Previous $22,000 481.82%

% of portfolio

0.03%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$26.44 - $27.53 $102,560 - $106,788	3,879 Added 467.91%	4,708 $128,000
Q3 2025 Oct 21, 2025	SELL	$26.38 - $27.95 $4,405 - $4,667	-167 Reduced 16.77%	829 $22,000
Q2 2025 Jul 29, 2025	BUY	$24.32 - $27.87 $4,037 - $4,626	166 Added 20.0%	996 $26,000
Q1 2025 Apr 25, 2025	BUY	$27.01 - $28.54 $22,364 - $23,631	828 Added 41400.0%	830 $23,000
Q4 2024 Feb 03, 2025	BUY	$26.93 - $84.95 $53 - $169	2 New	2 $0

Q1 2024 Apr 18, 2024	SELL	$75.25 - $80.63 $13,545 - $14,513	-180 Reduced 51.43%	170 $13,000
Q1 2023 Apr 10, 2023	BUY	$70.28 - $78.03 $24,598 - $27,310	350 New	350 $25,000

Others Institutions Holding SCHD

# of Institutions

2,063

Shares Held

866M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradewinds Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradewinds Capital Management, LLC with notifications on news.

Account

Tradewinds Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History