Wealthcare Capital Management LLC Schwab Strategic Tr Us Dividen Transaction History

Wealthcare Capital Management LLC

  • $883 Million
  • Q4 2025

A detailed history of Wealthcare Capital Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 23,245 shares of SCHD stock, worth $633,193. This represents 0.07% of its overall portfolio holdings.

Number of Shares
23,245
Previous 33,340 30.28%
Holding current value
$633,193
Previous $910,000 30.44%
% of portfolio
0.07%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$26.44 - $27.53 $266,911 - $277,915
-10,095 Reduced 30.28%
23,245 $633,000
Q3 2025

Nov 07, 2025
SELL
$26.38 - $27.95 $14,561 - $15,428
-552 Reduced 1.63%
33,340 $910,000
Q2 2025

Jul 22, 2025
BUY
$24.32 - $27.87 $250,058 - $286,559
10,282 Added 43.55%
33,892 $898,000
Q1 2025

Apr 14, 2025
BUY
$27.01 - $28.54 $637,706 - $673,829
23,610 New
23,610 $651,000
Q2 2020

Jul 29, 2020
SELL
$43.56 - $56.5 $24,611 - $31,922
-565 Closed
0 $0
Q1 2020

Apr 29, 2020
BUY
$39.5 - $59.28 $22,317 - $33,493
565 New
565 $25,000

Others Institutions Holding SCHD

# of Institutions
2,068
Shares Held
864M
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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