Western Pacific Wealth Management, LP Schwab Strategic Tr Us Dividen Transaction History

Western Pacific Wealth Management, LP

  • $95.6 Million
  • Q3 2025

A detailed history of Western Pacific Wealth Management, LP transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 217 shares of SCHD stock, worth $5,911. This represents 0.01% of its overall portfolio holdings.

Number of Shares
217
Previous 214 1.4%
Holding current value
$5,911
Previous $5,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 21, 2025
BUY
$26.38 - $27.95 $79 - $83
3 Added 1.4%
217 $5,000
Q2 2025

Jul 10, 2025
BUY
$24.32 - $27.87 $48 - $55
2 Added 0.94%
214 $5,000
Q1 2025

Apr 17, 2025
BUY
$27.01 - $28.54 $27 - $28
1 Added 0.47%
212 $5,000
Q4 2024

Jan 24, 2025
BUY
$26.93 - $84.95 $3,797 - $11,977
141 Added 201.43%
211 $5,000
Q3 2024

Oct 31, 2024
BUY
$77.02 - $85.06 $154 - $170
2 Added 2.94%
70 $5,000
Q4 2023

Feb 09, 2024
BUY
$66.9 - $76.32 $66 - $76
1 Added 1.49%
68 $5,000
Q4 2022

Feb 03, 2023
BUY
$67.16 - $79.06 $4,499 - $5,297
67 New
67 $5,000

Others Institutions Holding SCHD

# of Institutions
2,059
Shares Held
873M
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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