Vsm Wealth Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History

Vsm Wealth Advisory, LLC

  • $322 Billion
  • Q3 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 426 shares of SCHD stock, worth $11,604. This represents 0.0% of its overall portfolio holdings.

Number of Shares
426
Previous 422 0.95%
Holding current value
$11,604
Previous $11.2 Million 4.01%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
$26.38 - $27.95 $105 - $111
4 Added 0.95%
426 $11.6 Million
Q2 2025

Aug 11, 2025
BUY
$24.32 - $27.87 $121 - $139
5 Added 1.2%
422 $11.2 Million
Q1 2025

May 05, 2025
BUY
$27.01 - $28.54 $81 - $85
3 Added 0.72%
417 $11.7 Million
Q4 2024

Feb 10, 2025
BUY
$26.93 - $84.95 $11,149 - $35,169
414 New
414 $11.3 Million

Others Institutions Holding SCHD

# of Institutions
2,055
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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