Advance Capital Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Advance Capital Management, Inc.

$1.38 Billion
Q4 2025

A detailed history of Advance Capital Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Advance Capital Management, Inc. holds 31,893 shares of SCHD stock, worth $868,765. This represents 0.06% of its overall portfolio holdings.

Number of Shares

31,893

Previous 37,066 13.96%

Holding current value

$868,765

Previous $1.01 Million 14.14%

% of portfolio

0.06%

Previous 0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 06, 2026	SELL	$26.44 - $27.53 $136,774 - $142,412	-5,173 Reduced 13.96%	31,893 $868,000
Q3 2025 Oct 10, 2025	SELL	$26.38 - $27.95 $72,360 - $76,666	-2,743 Reduced 6.89%	37,066 $1.01 Million
Q2 2025 Jul 08, 2025	SELL	$24.32 - $27.87 $216,496 - $248,098	-8,902 Reduced 18.28%	39,809 $1.05 Million
Q1 2025 Apr 09, 2025	BUY	$27.01 - $28.54 $245,899 - $259,828	9,104 Added 22.99%	48,711 $1.34 Million
Q4 2024 Jan 06, 2025	BUY	$26.93 - $84.95 $768,393 - $2.42 Million	28,533 Added 257.66%	39,607 $1.08 Million

Q3 2024 Oct 07, 2024	BUY	$77.02 - $85.06 $74,555 - $82,338	968 Added 9.58%	11,074 $936,000
Q2 2024 Jul 08, 2024	SELL	$75.81 - $80.15 $54,583 - $57,708	-720 Reduced 6.65%	10,106 $785,000
Q1 2024 Apr 04, 2024	BUY	$75.25 - $80.63 $12,943 - $13,868	172 Added 1.61%	10,826 $872,000
Q4 2023 Jan 10, 2024	BUY	$66.9 - $76.32 $669 - $763	10 Added 0.09%	10,654 $811,000
Q3 2023 Oct 13, 2023	BUY	$70.63 - $75.66 $136,739 - $146,477	1,936 Added 22.23%	10,644 $753,000
Q2 2023 Jul 03, 2023	SELL	$69.18 - $73.94 $78,726 - $84,143	-1,138 Reduced 11.56%	8,708 $632,000
Q1 2023 Apr 04, 2023	BUY	$70.28 - $78.03 $330,386 - $366,819	4,701 Added 91.37%	9,846 $720,000
Q4 2022 Feb 08, 2023	SELL	$67.16 - $79.06 $26,931 - $31,703	-401 Reduced 7.23%	5,145 $388,000
Q3 2022 Oct 28, 2022	BUY	$66.43 - $77.87 $368,420 - $431,867	5,546 New	5,546 $368,000

Others Institutions Holding SCHD

# of Institutions

2,064

Shares Held

867M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Advance Capital Management, Inc. Schwab Strategic Tr Us Dividen Transaction History