Financial Designs Corp Schwab Strategic Tr Us Dividen Transaction History

Financial Designs Corp

$173 Billion
Q3 2025

A detailed history of Financial Designs Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Designs Corp holds 116,129 shares of SCHD stock, worth $3.16 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

116,129

Previous 118,469 1.98%

Holding current value

$3.16 Million

Previous $3.14 Billion 1.05%

% of portfolio

1.8%

Previous 1.92%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$26.38 - $27.95 $61,729 - $65,403	-2,340 Reduced 1.98%	116,129 $3.11 Billion
Q2 2025 Jul 16, 2025	BUY	$24.32 - $27.87 $56,179 - $64,379	2,310 Added 1.99%	118,469 $3.14 Billion
Q1 2025 Apr 14, 2025	BUY	$27.01 - $28.54 $24,579 - $25,971	910 Added 0.79%	116,159 $3.25 Billion
Q4 2024 Jan 17, 2025	BUY	$26.93 - $84.95 $2.03 Million - $6.39 Million	75,207 Added 187.82%	115,249 $3.15 Billion
Q3 2024 Oct 18, 2024	SELL	$77.02 - $85.06 $92,501 - $102,157	-1,201 Reduced 2.91%	40,042 $3.38 Billion

Q2 2024 Jul 15, 2024	SELL	$75.81 - $80.15 $49,049 - $51,857	-647 Reduced 1.54%	41,243 $3.21 Billion
Q1 2024 Apr 12, 2024	BUY	$75.25 - $80.63 $3.15 Million - $3.38 Million	41,890 New	41,890 $3.38 Billion
Q3 2023 Oct 31, 2023	BUY	$70.63 - $75.66 $280,471 - $300,445	3,971 New	3,971 $281 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

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Designs Corp, based on Form 13F filings with the SEC.

News

Stay updated on Financial Designs Corp with notifications on news.

Account

Financial Designs Corp Schwab Strategic Tr Us Dividen Transaction History