Rothschild Investment LLC Schwab Strategic Tr Us Dividen Transaction History

Rothschild Investment LLC

$1.77 Trillion
Q3 2025

A detailed history of Rothschild Investment LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rothschild Investment LLC holds 31,289 shares of SCHD stock, worth $852,312. This represents 0.05% of its overall portfolio holdings.

Number of Shares

31,289

Previous 25,811 21.22%

Holding current value

$852,312

Previous $684 Million 24.88%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$26.38 - $27.95 $144,509 - $153,110	5,478 Added 21.22%	31,289 $854 Million
Q2 2025 Aug 11, 2025	SELL	$24.32 - $27.87 $1,751 - $2,006	-72 Reduced 0.28%	25,811 $684 Million
Q1 2025 Apr 08, 2025	BUY	$27.01 - $28.54 $189 - $199	7 Added 0.03%	25,883 $724 Million
Q4 2024 Feb 04, 2025	BUY	$26.93 - $84.95 $469,847 - $1.48 Million	17,447 Added 206.99%	25,876 $707 Million
Q3 2024 Oct 18, 2024	BUY	$77.02 - $85.06 $15,095 - $16,671	196 Added 2.38%	8,429 $712 Million

Q2 2024 Jul 30, 2024	BUY	$75.81 - $80.15 $624,143 - $659,874	8,233 New	8,233 $640 Million
Q1 2024 Jul 31, 2024	BUY	$75.25 - $80.63 $5,267 - $5,644	70 Added 0.89%	7,959 $642 Million
Q4 2023 Jul 31, 2024	SELL	$66.9 - $76.32 $23,013 - $26,254	-344 Reduced 4.18%	7,889 $601 Million

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

869M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Rothschild Investment LLC Schwab Strategic Tr Us Dividen Transaction History