Wall Street Access Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Wall Street Access Asset Management, LLC

  • $309 Million
  • Q4 2025

A detailed history of Wall Street Access Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wall Street Access Asset Management, LLC holds 20,040 shares of SCHD stock, worth $545,889. This represents 0.18% of its overall portfolio holdings.

Number of Shares
20,040
Previous 20,040 -0.0%
Holding current value
$545,889
Previous $547,000 0.37%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Nov 14, 2025
SELL
$26.38 - $27.95 $12,715 - $13,471
-482 Reduced 2.35%
20,040 $547,000
Q2 2025

Aug 08, 2025
BUY
$24.32 - $27.87 $1,702 - $1,950
70 Added 0.34%
20,522 $543,000
Q1 2025

May 14, 2025
BUY
$27.01 - $28.54 $11,128 - $11,758
412 Added 2.06%
20,452 $571,000
Q4 2024

Jan 17, 2025
BUY
$26.93 - $84.95 $359,784 - $1.13 Million
13,360 Added 200.0%
20,040 $547,000
Q1 2024

May 09, 2024
BUY
$75.25 - $80.63 $142,975 - $153,197
1,900 Added 39.75%
6,680 $538,000
Q4 2023

Apr 25, 2024
BUY
$66.9 - $76.32 $93,660 - $106,847
1,400 Added 41.42%
4,780 $363,000
Q4 2023

Feb 13, 2024
BUY
$66.9 - $76.32 $93,660 - $106,847
1,400 Added 41.42%
4,780 $363,000
Q2 2023

Oct 20, 2023
BUY
$69.18 - $73.94 $233,828 - $249,917
3,380 New
3,380 $245,000
Q1 2023

Apr 25, 2024
SELL
$70.28 - $78.03 $98,392 - $109,242
-1,400 Reduced 29.29%
3,380 $247,000
Q1 2023

May 11, 2023
BUY
$70.28 - $78.03 $237,546 - $263,741
3,380 New
3,380 $247,000

Others Institutions Holding SCHD

# of Institutions
2,065
Shares Held
866M
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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