Sovran Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Sovran Advisors, LLC

  • $1.13 Trillion
  • Q3 2025

A detailed history of Sovran Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sovran Advisors, LLC holds 137,737 shares of SCHD stock, worth $3.75 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
137,737
Previous 143,050 3.71%
Holding current value
$3.75 Million
Previous $3.91 Billion 5.97%
% of portfolio
0.32%
Previous 0.41%

Shares

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

Oct 31, 2025
SELL
$26.38 - $27.95 $140,156 - $148,498
-5,313 Reduced 3.71%
137,737 $3.67 Billion
Q2 2025

Jul 09, 2025
BUY
$24.32 - $27.87 $300,960 - $344,891
12,375 Added 9.47%
143,050 $3.91 Billion
Q1 2025

Apr 24, 2025
BUY
$27.01 - $28.54 $188,070 - $198,724
6,963 Added 5.63%
130,675 $3.32 Billion
Q4 2024

Jan 29, 2025
BUY
$26.93 - $84.95 $3.33 Million - $10.5 Million
123,712 New
123,712 $3.4 Billion

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

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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