Wealth Shield Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 56,103 shares of SCHD stock, worth $1.57 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

56,103

Previous 16,869 232.58%

Holding current value

$1.57 Million

Previous $1.43 Million 7.51%

% of portfolio

0.22%

Previous 0.2%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$26.93 - $84.95 $1.06 Million - $3.33 Million	39,234 Added 232.58%	56,103 $1.53 Million
Q3 2024 Nov 04, 2024	BUY	$77.02 - $85.06 $21,257 - $23,476	276 Added 1.66%	16,869 $1.43 Million
Q2 2024 Jul 26, 2024	SELL	$75.81 - $80.15 $22,591 - $23,884	-298 Reduced 1.76%	16,593 $1.29 Million
Q1 2024 Apr 29, 2024	BUY	$75.25 - $80.63 $10,760 - $11,530	143 Added 0.85%	16,891 $1.36 Million
Q4 2023 Jan 23, 2024	SELL	$66.9 - $76.32 $133 - $152	-2 Reduced 0.01%	16,748 $1.28 Million
Q3 2023 Oct 25, 2023	SELL	$70.63 - $75.66 $39,199 - $41,991	-555 Reduced 3.21%	16,750 $1.19 Million
Q2 2023 Aug 03, 2023	BUY	$69.18 - $73.94 $105,430 - $112,684	1,524 Added 9.66%	17,305 $1.26 Million
Q1 2023 May 08, 2023	SELL	$70.28 - $78.03 $31,555 - $35,035	-449 Reduced 2.77%	15,781 $1.15 Million
Q4 2022 Feb 13, 2023	SELL	$67.16 - $79.06 $13,767 - $16,207	-205 Reduced 1.25%	16,230 $1.23 Million
Q3 2022 Nov 04, 2022	BUY	$66.43 - $77.87 $16,873 - $19,778	254 Added 1.57%	16,435 $1.09 Million
Q2 2022 Aug 11, 2022	SELL	$70.31 - $80.24 $1,476 - $1,685	-21 Reduced 0.13%	16,181 $1.16 Million
Q1 2022 May 09, 2022	BUY	$75.14 - $81.94 $1.22 Million - $1.33 Million	16,202 New	16,202 $1.28 Million
Q3 2021 Nov 12, 2021	SELL	$74.23 - $78.13 $4.99 Million - $5.25 Million	-67,225 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$73.32 - $77.65 $661,566 - $700,635	9,023 Added 15.5%	67,225 $5.08 Million
Q1 2021 May 17, 2021	BUY	$63.23 - $73.67 $3.34 Million - $3.89 Million	52,832 Added 983.84%	58,202 $4.24 Million
Q4 2020 Feb 16, 2021	BUY	$54.8 - $65.16 $53,923 - $64,117	984 Added 22.44%	5,370 $344,000
Q3 2020 Oct 30, 2020	BUY	$50.37 - $58.54 $220,922 - $256,756	4,386 New	4,386 $243,000
Q2 2020 Aug 13, 2020	SELL	$43.56 - $56.5 $11,325 - $14,690	-260 Closed	0 $0
Q1 2019 May 14, 2019	BUY	N/A	260 New	260 $14,000

Others Institutions Holding SCHD

# of Institutions

1,949

Shares Held

833M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Wealth Shield Partners, LLC Schwab Strategic Tr Us Dividen Transaction History