Aventura Private Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Aventura Private Wealth, LLC

  • $278 Billion
  • Q4 2025

A detailed history of Aventura Private Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aventura Private Wealth, LLC holds 2,709 shares of SCHD stock, worth $73,793. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,709
Holding current value
$73,793
% of portfolio
0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$26.44 - $27.53 $71,625 - $74,578
2,709 New
2,709 $74.3 Million
Q3 2025

Jan 07, 2026
BUY
$26.38 - $27.95 $105 - $111
4 Added 0.15%
2,713 $74.1 Million
Q4 2024

Jan 07, 2026
SELL
$26.93 - $84.95 $727 - $2,293
-27 Reduced 1.0%
2,682 $73.3 Million

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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