Alpha Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Alpha Financial Advisors, LLC

  • $284 Billion
  • Q3 2025

A detailed history of Alpha Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 10,937 shares of SCHD stock, worth $297,923. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,937
Previous 10,814 1.14%
Holding current value
$297,923
Previous $287 Million 4.19%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Nov 12, 2025
BUY
$26.38 - $27.95 $3,244 - $3,437
123 Added 1.14%
10,937 $299 Million
Q2 2025

Aug 07, 2025
BUY
$24.32 - $27.87 $2,553 - $2,926
105 Added 0.98%
10,814 $287 Million
Q1 2025

Apr 23, 2025
BUY
$27.01 - $28.54 $2,565 - $2,711
95 Added 0.9%
10,709 $299 Million
Q4 2024

Jan 21, 2025
BUY
$26.93 - $84.95 $285,835 - $901,659
10,614 New
10,614 $290 Million

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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