Ullmann Wealth Partners Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Ullmann Wealth Partners Group, LLC

  • $905 Million
  • Q3 2025

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 17,956 shares of SCHD stock, worth $489,121. This represents 0.05% of its overall portfolio holdings.

Number of Shares
17,956
Previous 17,956 -0.0%
Holding current value
$489,121
Previous $475,000 3.16%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$24.32 - $27.87 $137,699 - $157,799
5,662 Added 46.05%
17,956 $475,000
Q4 2024

Jan 14, 2025
BUY
$26.93 - $84.95 $220,718 - $696,250
8,196 Added 200.0%
12,294 $335,000
Q3 2024

Oct 15, 2024
BUY
$77.02 - $85.06 $315,627 - $348,575
4,098 New
4,098 $346,000

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
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