Wealth Architects, LLC Schwab Strategic Tr Us Dividen Transaction History

Wealth Architects, LLC

  • $963 Million
  • Q3 2025

A detailed history of Wealth Architects, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Architects, LLC holds 9,100 shares of SCHD stock, worth $247,884. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,100
Previous 9,098 0.02%
Holding current value
$247,884
Previous $241,000 2.9%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 13, 2025
BUY
$26.38 - $27.95 $52 - $55
2 Added 0.02%
9,100 $248,000
Q2 2025

Jul 25, 2025
SELL
$24.32 - $27.87 $13,546 - $15,523
-557 Reduced 5.77%
9,098 $241,000
Q1 2025

May 14, 2025
BUY
$27.01 - $28.54 $215,296 - $227,492
7,971 Added 473.34%
9,655 $269,000
Q1 2025

May 12, 2025
BUY
$27.01 - $28.54 $45,484 - $48,061
1,684 New
1,684 $47,000
Q1 2022

May 17, 2022
SELL
$75.14 - $81.94 $274,636 - $299,490
-3,655 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$74.93 - $80.86 $273,869 - $295,543
3,655 New
3,655 $295,000

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
869M
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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