O'Connor Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History

O'Connor Financial Group LLC

$238 Billion
Q3 2025

A detailed history of O'Connor Financial Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, O'Connor Financial Group LLC holds 363,323 shares of SCHD stock, worth $9.9 Million. This represents 4.16% of its overall portfolio holdings.

Number of Shares

363,323

Previous 352,689 3.02%

Holding current value

$9.9 Million

Previous $9.65 Billion 2.83%

% of portfolio

4.16%

Previous 4.25%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$26.38 - $27.95 $280,524 - $297,220	10,634 Added 3.02%	363,323 $9.92 Billion
Q2 2025 Jul 07, 2025	BUY	$24.32 - $27.87 $921,606 - $1.06 Million	37,895 Added 12.04%	352,689 $9.65 Billion
Q1 2025 Apr 07, 2025	BUY	$27.01 - $28.54 $1.03 Million - $1.09 Million	38,308 Added 13.86%	314,794 $8.8 Billion
Q4 2024 Jan 06, 2025	BUY	$26.93 - $84.95 $5.15 Million - $16.3 Million	191,304 Added 224.58%	276,486 $7.55 Billion
Q3 2024 Oct 08, 2024	BUY	$77.02 - $85.06 $916,846 - $1.01 Million	11,904 Added 16.24%	85,182 $7.2 Billion

Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $383,977 - $405,959	5,065 Added 7.43%	73,278 $5.7 Billion
Q1 2024 Apr 11, 2024	BUY	$75.25 - $80.63 $322,897 - $345,983	4,291 Added 6.71%	68,213 $5.5 Billion
Q4 2023 Jan 17, 2024	BUY	$66.9 - $76.32 $428,494 - $488,829	6,405 Added 11.14%	63,922 $4.87 Billion
Q3 2023 Oct 20, 2023	BUY	$70.63 - $75.66 $514,680 - $551,334	7,287 Added 14.51%	57,517 $4.07 Billion
Q2 2023 Jul 14, 2023	BUY	$69.18 - $73.94 $446,349 - $477,060	6,452 Added 14.74%	50,230 $3.65 Billion
Q1 2023 Apr 14, 2023	BUY	$70.28 - $78.03 $3.08 Million - $3.42 Million	43,778 New	43,778 $3.2 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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O'Connor Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History