Birch Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Birch Financial Group, LLC

  • $175 Billion
  • Q4 2025

A detailed history of Birch Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Birch Financial Group, LLC holds 8,608 shares of SCHD stock, worth $234,481. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,608
Previous 8,519 1.04%
Holding current value
$234,481
Previous $233 Million 1.53%
% of portfolio
0.13%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$26.44 - $27.53 $2,353 - $2,450
89 Added 1.04%
8,608 $236 Million
Q3 2025

Oct 30, 2025
BUY
$26.38 - $27.95 $224,731 - $238,106
8,519 New
8,519 $233 Million

Others Institutions Holding SCHD

# of Institutions
2,061
Shares Held
865M
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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