Belpointe Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History

Belpointe Asset Management LLC

  • $2.32 Billion
  • Q3 2025

A detailed history of Belpointe Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Belpointe Asset Management LLC holds 269,185 shares of SCHD stock, worth $7.33 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
269,185
Previous 290,490 7.33%
Holding current value
$7.33 Million
Previous $7.7 Million 4.53%
% of portfolio
0.32%
Previous 0.36%

Shares

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

Oct 31, 2025
SELL
$26.38 - $27.95 $562,025 - $595,474
-21,305 Reduced 7.33%
269,185 $7.35 Million
Q2 2025

Jul 22, 2025
BUY
$24.32 - $27.87 $1.12 Million - $1.28 Million
45,922 Added 18.78%
290,490 $7.7 Million
Q1 2025

May 20, 2025
BUY
$27.01 - $28.54 $2.58 Million - $2.72 Million
95,453 Added 64.01%
244,568 $6.84 Million
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $2.15 Million - $6.77 Million
79,688 Added 114.78%
149,115 $4.07 Million
Q3 2024

Nov 12, 2024
SELL
$77.02 - $85.06 $112,218 - $123,932
-1,457 Reduced 2.06%
69,427 $5.87 Million
Q2 2024

Aug 02, 2024
SELL
$75.81 - $80.15 $271,703 - $287,257
-3,584 Reduced 4.81%
70,884 $5.51 Million
Q1 2024

May 08, 2024
SELL
$75.25 - $80.63 $47,407 - $50,796
-630 Reduced 0.84%
74,468 $6 Million
Q4 2023

Feb 13, 2024
BUY
$66.9 - $76.32 $2.91 Million - $3.32 Million
43,550 Added 138.04%
75,098 $5.72 Million
Q3 2023

Nov 15, 2023
BUY
$70.63 - $75.66 $64,555 - $69,153
914 Added 2.98%
31,548 $2.23 Million
Q2 2023

Aug 14, 2023
SELL
$69.18 - $73.94 $2.36 Million - $2.52 Million
-34,084 Reduced 52.67%
30,634 $2.22 Million
Q1 2023

May 15, 2023
BUY
$70.28 - $78.03 $971,621 - $1.08 Million
13,825 Added 27.16%
64,718 $4.73 Million
Q4 2022

Feb 08, 2023
SELL
$67.16 - $79.06 $922,576 - $1.09 Million
-13,737 Reduced 21.25%
50,893 $3.84 Million
Q3 2022

Nov 14, 2022
BUY
$66.43 - $77.87 $151,925 - $178,088
2,287 Added 3.67%
64,630 $4.29 Million
Q2 2022

Aug 02, 2022
BUY
$70.31 - $80.24 $278,146 - $317,429
3,956 Added 6.78%
62,343 $4.47 Million
Q1 2022

Apr 28, 2022
BUY
$75.14 - $81.94 $100,161 - $109,226
1,333 Added 2.34%
58,387 $4.61 Million
Q4 2021

Feb 15, 2022
BUY
$74.93 - $80.86 $498,734 - $538,204
6,656 Added 13.21%
57,054 $4.61 Million
Q3 2021

Nov 15, 2021
BUY
$74.23 - $78.13 $1.34 Million - $1.41 Million
18,037 Added 55.74%
50,398 $3.74 Million
Q2 2021

Aug 09, 2021
SELL
$73.32 - $77.65 $25,881 - $27,410
-353 Reduced 1.08%
32,361 $2.45 Million
Q1 2021

May 14, 2021
SELL
$63.23 - $73.67 $6,512 - $7,588
-103 Reduced 0.31%
32,714 $2.39 Million
Q4 2020

Feb 16, 2021
BUY
$54.8 - $65.16 $489,583 - $582,139
8,934 Added 37.41%
32,817 $2.11 Million
Q3 2020

Nov 13, 2020
BUY
$50.37 - $58.54 $306,954 - $356,742
6,094 Added 34.26%
23,883 $1.32 Million
Q3 2020

Nov 13, 2020
SELL
$50.37 - $58.54 $312,193 - $362,830
-6,198 Reduced 25.84%
17,789 $801,000
Q2 2020

Jul 20, 2020
BUY
$43.56 - $56.5 $269,984 - $350,187
6,198 Added 34.84%
23,987 $1.24 Million
Q1 2020

Jul 20, 2020
BUY
$39.5 - $59.28 $178,816 - $268,360
4,527 Added 34.14%
17,789 $801,000
Q4 2019

Feb 18, 2020
BUY
$52.87 - $58.15 $244,418 - $268,827
4,623 Added 53.51%
13,262 $768,000
Q3 2019

Jan 16, 2020
BUY
$54.39 - $55.76 $126,076 - $129,251
2,318 Added 36.67%
8,639 $473,000
Q2 2019

Nov 22, 2019
BUY
N/A
6,321 New
6,321 $0
Q1 2019

Jun 11, 2019
SELL
N/A
-5,621 Closed
0 $0
Q4 2018

Mar 06, 2019
SELL
N/A
-1,057 Reduced 15.83%
5,621 $264,000
Q3 2018

Nov 23, 2018
BUY
N/A
2,532 Added 61.07%
6,678 $354,000
Q1 2018

Aug 06, 2018
SELL
N/A
-1,429 Reduced 25.63%
4,146 $203,000
Q4 2017

Feb 15, 2018
SELL
N/A
-300 Reduced 5.11%
5,575 $285,000
Q3 2017

Nov 16, 2017
BUY
N/A
5,875
5,875 $275,000

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

SCHD Quotes by TradingView
  • Ticker SCHD
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