Caitlin John, LLC Schwab Strategic Tr Us Dividen Transaction History

Caitlin John, LLC

$144 Billion
Q3 2025

A detailed history of Caitlin John, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Caitlin John, LLC holds 970 shares of SCHD stock, worth $26,422. This represents 0.02% of its overall portfolio holdings.

Number of Shares

970

Holding current value

$26,422

% of portfolio

0.02%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$26.38 - $27.95 $25,588 - $27,111	970 New	970 $26.5 Million
Q1 2024 Jan 27, 2025	BUY	$75.25 - $80.63 $13,093 - $14,029	174 New	174 $14 Million
Q4 2023 Feb 14, 2024	BUY	$66.9 - $76.32 $12,042 - $13,737	180 New	180 $13.7 Million

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

873M

Call Options Held

4.95M

Put Options Held

2.61M

Rakuten Investment Management, Inc. Tokyo, M0

41.6M
Shares

$1.13 Billion
3.71% of portfolio
Lpl Financial LLC Fort Mill, SC

36.3M
Shares

$989 Million
0.31% of portfolio
Cetera Investment Advisers Schaumburg, IL

35M
Shares

$954 Million
1.19% of portfolio
Sumitomo Life Insurance CO

31.1M
Shares

$846 Million
27.8% of portfolio
Avantax Advisory Services, Inc.

28.4M
Shares

$775 Million
4.28% of portfolio

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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