Apella Capital, LLC Schwab Strategic Tr Us Dividen Transaction History

Apella Capital, LLC

  • $4.28 Billion
  • Q3 2025

A detailed history of Apella Capital, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Apella Capital, LLC holds 14,108 shares of SCHD stock, worth $384,301. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,108
Previous 15,102 6.58%
Holding current value
$384,301
Previous $400,000 3.75%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2025
SELL
$26.38 - $27.95 $26,221 - $27,782
-994 Reduced 6.58%
14,108 $385,000
Q2 2025

Jul 08, 2025
BUY
$24.32 - $27.87 $163,260 - $187,091
6,713 Added 80.02%
15,102 $400,000
Q1 2025

Apr 10, 2025
BUY
$27.01 - $28.54 $226,586 - $239,422
8,389 New
8,389 $231,000
Q3 2024

Oct 03, 2024
SELL
$77.02 - $85.06 $21,334 - $23,561
-277 Reduced 10.48%
2,367 $200,000
Q2 2024

Jul 10, 2024
BUY
$75.81 - $80.15 $7,732 - $8,175
102 Added 4.01%
2,644 $205,000
Q1 2024

Apr 10, 2024
BUY
$75.25 - $80.63 $191,285 - $204,961
2,542 New
2,542 $204,000

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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