Strategic Investment Solutions, Inc. /Il Schwab Strategic Tr Us Dividen Transaction History

Strategic Investment Solutions, Inc. /Il

$378 Billion
Q3 2025

A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 141,989 shares of SCHD stock, worth $3.87 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

141,989

Previous 163,836 13.33%

Holding current value

$3.87 Million

Previous $4.34 Billion 10.72%

% of portfolio

1.03%

Previous 1.31%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 03, 2025	SELL	$26.38 - $27.95 $576,323 - $610,623	-21,847 Reduced 13.33%	141,989 $3.88 Billion
Q2 2025 Jul 16, 2025	SELL	$24.32 - $27.87 $724,979 - $830,804	-29,810 Reduced 15.39%	163,836 $4.34 Billion
Q1 2025 May 09, 2025	SELL	$27.01 - $28.54 $2.09 Million - $2.21 Million	-77,450 Reduced 28.57%	193,646 $5.41 Billion
Q4 2024 Feb 13, 2025	BUY	$26.93 - $84.95 $4.67 Million - $14.7 Million	173,437 Added 177.59%	271,096 $14.8 Billion
Q3 2024 Oct 23, 2024	BUY	$77.02 - $85.06 $133,552 - $147,494	1,734 Added 1.81%	97,659 $8.26 Billion

Q2 2024 Aug 29, 2024	SELL	$75.81 - $80.15 $8.12 Million - $8.58 Million	-107,084 Reduced 52.75%	95,925 $7.71 Billion
Q4 2023 Feb 13, 2024	SELL	$66.9 - $76.32 $480 Million - $548 Million	-7,179,404 Reduced 97.25%	203,009 $15.5 Billion
Q3 2023 Nov 14, 2023	BUY	$70.63 - $75.66 $512 Million - $549 Million	7,250,412 Added 5492.69%	7,382,413 $544 Billion
Q2 2023 Aug 15, 2023	SELL	$69.18 - $73.94 $21.4 Million - $22.9 Million	-309,630 Reduced 70.11%	132,001 $9.22 Billion
Q1 2023 May 15, 2023	BUY	$70.28 - $78.03 $864,654 - $960,003	12,303 Added 2.87%	441,631 $32.3 Billion
Q4 2022 Feb 14, 2023	BUY	$67.16 - $79.06 $28.8 Million - $33.9 Million	429,328 New	429,328 $33.5 Billion

Others Institutions Holding SCHD

# of Institutions

2,055

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Strategic Investment Solutions, Inc. /Il Schwab Strategic Tr Us Dividen Transaction History