Phil A. Younker & Associates, Ltd. Schwab Strategic Tr Us Dividen Transaction History

Phil A. Younker & Associates, Ltd.

$143 Billion
Q4 2025

A detailed history of Phil A. Younker & Associates, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Phil A. Younker & Associates, Ltd. holds 263,047 shares of SCHD stock, worth $7.17 Million. This represents 5.03% of its overall portfolio holdings.

Number of Shares

263,047

Previous 262,664 0.15%

Holding current value

$7.17 Million

Previous $7.17 Billion 0.62%

% of portfolio

5.03%

Previous 5.49%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	$26.44 - $27.53 $10,126 - $10,543	383 Added 0.15%	263,047 $7.22 Billion
Q3 2025 Oct 24, 2025	BUY	$26.38 - $27.95 $2.18 Million - $2.31 Million	82,656 Added 45.92%	262,664 $7.17 Billion
Q2 2025 Jul 16, 2025	BUY	$24.32 - $27.87 $1,483 - $1,700	61 Added 0.03%	180,008 $4.77 Billion
Q1 2025 Apr 29, 2025	SELL	$27.01 - $28.54 $15,395 - $16,267	-570 Reduced 0.32%	179,947 $5.03 Billion
Q4 2024 Apr 07, 2025	BUY	$26.93 - $84.95 $4.86 Million - $15.3 Million	180,517 New	180,517 $4.93 Billion

Others Institutions Holding SCHD

# of Institutions

2,065

Shares Held

866M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Phil A. Younker & Associates, Ltd. Schwab Strategic Tr Us Dividen Transaction History