Wealth Effects LLC Schwab Strategic Tr Us Dividen Transaction History

Wealth Effects LLC

$268 Million
Q3 2025

A detailed history of Wealth Effects LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Effects LLC holds 13,136 shares of SCHD stock, worth $357,824. This represents 0.13% of its overall portfolio holdings.

Number of Shares

13,136

Previous 13,126 0.08%

Holding current value

$357,824

Previous $347,000 3.17%

% of portfolio

0.13%

Previous 0.14%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$26.38 - $27.95 $263 - $279	10 Added 0.08%	13,136 $358,000
Q2 2025 Jul 15, 2025	SELL	$24.32 - $27.87 $27,505 - $31,520	-1,131 Reduced 7.93%	13,126 $347,000
Q1 2025 Apr 23, 2025	SELL	$27.01 - $28.54 $1,539 - $1,626	-57 Reduced 0.4%	14,257 $398,000
Q4 2024 Jan 22, 2025	BUY	$26.93 - $84.95 $256,454 - $808,978	9,523 Added 198.77%	14,314 $391,000
Q3 2024 Oct 21, 2024	BUY	$77.02 - $85.06 $24,723 - $27,304	321 Added 7.18%	4,791 $404,000

Q2 2024 Aug 02, 2024	BUY	$75.81 - $80.15 $59,889 - $63,318	790 Added 21.47%	4,470 $347,000
Q1 2024 Apr 22, 2024	BUY	$75.25 - $80.63 $7,148 - $7,659	95 Added 2.65%	3,680 $296,000
Q4 2023 Jan 29, 2024	SELL	$66.9 - $76.32 $9,834 - $11,219	-147 Reduced 3.94%	3,585 $272,000
Q3 2023 Oct 16, 2023	BUY	$70.63 - $75.66 $11,442 - $12,256	162 Added 4.54%	3,732 $264,000
Q2 2023 Jul 18, 2023	BUY	$69.18 - $73.94 $43,721 - $46,730	632 Added 21.51%	3,570 $259,000
Q1 2023 May 04, 2023	BUY	$70.28 - $78.03 $206,482 - $229,252	2,938 New	2,938 $214,000

Others Institutions Holding SCHD

# of Institutions

2,055

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Wealth Effects LLC Schwab Strategic Tr Us Dividen Transaction History