Wealth Preservation Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Wealth Preservation Advisors, LLC

  • $172 Billion
  • Q3 2025

A detailed history of Wealth Preservation Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 141 shares of SCHD stock, worth $3,840. This represents 0.0% of its overall portfolio holdings.

Number of Shares
141
Previous 141 -0.0%
Holding current value
$3,840
Previous $3.74 Million 3.0%
% of portfolio
0.0%
Previous 0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$27.01 - $28.54 $3,808 - $4,024
141 New
141 $3.94 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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