Aspiriant, LLC Schwab Strategic Tr Us Dividen Transaction History

Aspiriant, LLC

$3.21 Billion
Q3 2025

A detailed history of Aspiriant, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aspiriant, LLC holds 40,109 shares of SCHD stock, worth $1.09 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

40,109

Previous 45,339 11.54%

Holding current value

$1.09 Million

Previous $1.2 Million 8.91%

% of portfolio

0.03%

Previous 0.04%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$26.38 - $27.95 $137,967 - $146,178	-5,230 Reduced 11.54%	40,109 $1.09 Million
Q2 2025 Jul 29, 2025	SELL	$24.32 - $27.87 $122,426 - $140,297	-5,034 Reduced 9.99%	45,339 $1.2 Million
Q1 2025 Apr 21, 2025	BUY	$27.01 - $28.54 $10,317 - $10,902	382 Added 0.76%	50,373 $1.41 Million
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $936,140 - $2.95 Million	34,762 Added 228.26%	49,991 $1.37 Million
Q3 2024 Oct 17, 2024	SELL	$77.02 - $85.06 $10,936 - $12,078	-142 Reduced 0.92%	15,229 $1.29 Million

Q2 2024 Jul 15, 2024	BUY	$75.81 - $80.15 $7,050 - $7,453	93 Added 0.61%	15,371 $1.2 Million
Q1 2024 Apr 15, 2024	SELL	$75.25 - $80.63 $13,018 - $13,948	-173 Reduced 1.12%	15,278 $1.23 Million
Q4 2023 Jan 26, 2024	SELL	$66.9 - $76.32 $16,858 - $19,232	-252 Reduced 1.6%	15,451 $1.18 Million
Q3 2023 Oct 17, 2023	SELL	$70.63 - $75.66 $91,607 - $98,131	-1,297 Reduced 7.63%	15,703 $1.11 Million
Q2 2023 Jul 19, 2023	BUY	$69.18 - $73.94 $339,258 - $362,601	4,904 Added 40.54%	17,000 $1.23 Million
Q1 2023 Apr 27, 2023	SELL	$70.28 - $78.03 $5,692 - $6,320	-81 Reduced 0.67%	12,096 $884,000
Q4 2022 Jan 23, 2023	SELL	$67.16 - $79.06 $7,387 - $8,696	-110 Reduced 0.9%	12,177 $0
Q3 2022 Oct 28, 2022	BUY	$66.43 - $77.87 $458,964 - $538,003	6,909 Added 128.47%	12,287 $815,000
Q2 2022 Jul 25, 2022	BUY	$70.31 - $80.24 $14,976 - $17,091	213 Added 4.12%	5,378 $386,000
Q1 2022 May 06, 2022	SELL	$75.14 - $81.94 $23,593 - $25,729	-314 Reduced 5.73%	5,165 $408,000
Q4 2021 Feb 14, 2022	BUY	$74.93 - $80.86 $38,963 - $42,047	520 Added 10.49%	5,479 $442,000
Q3 2021 Oct 27, 2021	SELL	$74.23 - $78.13 $137,028 - $144,227	-1,846 Reduced 27.13%	4,959 $368,000
Q2 2021 Aug 13, 2021	SELL	$73.32 - $77.65 $430,021 - $455,417	-5,865 Reduced 46.29%	6,805 $514,000
Q1 2021 May 11, 2021	SELL	$63.23 - $73.67 $30,666 - $35,729	-485 Reduced 3.69%	12,670 $924,000
Q4 2020 Feb 01, 2021	BUY	$54.8 - $65.16 $321,676 - $382,489	5,870 Added 80.58%	13,155 $844,000
Q1 2020 May 05, 2020	SELL	$39.5 - $59.28 $16,827 - $25,253	-426 Reduced 5.52%	7,285 $327,000
Q3 2019 Nov 04, 2019	SELL	$54.39 - $55.76 $344,669 - $353,351	-6,337 Reduced 45.11%	7,711 $422,000
Q2 2019 Aug 06, 2019	BUY	N/A	6,337 Added 82.18%	14,048 $745,000
Q4 2018 Feb 04, 2019	BUY	N/A	7,711 New	7,711 $362,000

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

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspiriant, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspiriant, LLC with notifications on news.

Account