Waypoint Wealth Counsel Schwab Strategic Tr Us Dividen Transaction History

Waypoint Wealth Counsel

  • $253 Billion
  • Q3 2025

A detailed history of Waypoint Wealth Counsel transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Waypoint Wealth Counsel holds 74,331 shares of SCHD stock, worth $2.02 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
74,331
Previous 78,816 5.69%
Holding current value
$2.02 Million
Previous $2.09 Billion 2.84%
% of portfolio
0.8%
Previous 1.04%

Shares

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

Oct 20, 2025
SELL
$26.38 - $27.95 $118,314 - $125,355
-4,485 Reduced 5.69%
74,331 $2.03 Billion
Q2 2025

Jul 25, 2025
BUY
$24.32 - $27.87 $16,270 - $18,645
669 Added 0.86%
78,816 $2.09 Billion
Q1 2025

Apr 23, 2025
BUY
$27.01 - $28.54 $29,873 - $31,565
1,106 Added 1.44%
78,147 $2.18 Billion
Q4 2024

Jan 22, 2025
BUY
$26.93 - $84.95 $1.41 Million - $4.43 Million
52,197 Added 210.1%
77,041 $2.1 Billion
Q3 2024

Oct 04, 2024
BUY
$77.02 - $85.06 $16,559 - $18,287
215 Added 0.87%
24,844 $2.1 Billion
Q2 2024

Jul 19, 2024
SELL
$75.81 - $80.15 $213,253 - $225,461
-2,813 Reduced 10.25%
24,629 $1.92 Billion
Q1 2024

Apr 12, 2024
BUY
$75.25 - $80.63 $81,947 - $87,806
1,089 Added 4.13%
27,442 $2.21 Billion
Q4 2023

Apr 03, 2024
SELL
$66.9 - $76.32 $508,038 - $579,574
-7,594 Reduced 22.37%
26,353 $2.01 Billion
Q3 2023

Apr 03, 2024
SELL
$70.63 - $75.66 $6,709 - $7,187
-95 Reduced 0.28%
33,947 $2.4 Billion
Q2 2023

Apr 02, 2024
SELL
$69.18 - $73.94 $2.79 Million - $2.98 Million
-40,270 Reduced 54.19%
34,042 $2.47 Billion
Q1 2023

Apr 04, 2024
BUY
$70.28 - $78.03 $3.42 Million - $3.8 Million
48,669 Added 184.68%
75,022 $5.49 Billion
Q4 2022

Mar 22, 2024
BUY
$67.16 - $79.06 $4.99 Million - $5.88 Million
74,312 New
74,312 $5.61 Billion

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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