Wingate Wealth Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Wingate Wealth Advisors, Inc.

$144 Billion
Q3 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 44,566 shares of SCHD stock, worth $1.21 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

44,566

Previous 52,187 14.6%

Holding current value

$1.21 Million

Previous $1.38 Billion 12.03%

% of portfolio

0.84%

Previous 1.23%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$26.38 - $27.95 $201,041 - $213,006	-7,621 Reduced 14.6%	44,566 $1.22 Billion
Q2 2025 Jul 29, 2025	SELL	$24.32 - $27.87 $146,795 - $168,223	-6,036 Reduced 10.37%	52,187 $1.38 Billion
Q1 2025 Apr 23, 2025	SELL	$27.01 - $28.54 $19,960 - $21,091	-739 Reduced 1.25%	58,223 $1.63 Billion
Q4 2024 Jan 28, 2025	BUY	$26.93 - $84.95 $1.59 Million - $5.01 Million	58,962 New	58,962 $1.61 Billion

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

Ticker SCHD
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Wingate Wealth Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History