Capital Advisory Group Advisory Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Capital Advisory Group Advisory Services, LLC

  • $315 Million
  • Q3 2025

A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 51,913 shares of SCHD stock, worth $1.41 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
51,913
Previous 43,292 19.91%
Holding current value
$1.41 Million
Previous $1.15 Million 23.54%
% of portfolio
0.45%
Previous 0.42%

Shares

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

Oct 29, 2025
BUY
$26.38 - $27.95 $227,421 - $240,956
8,621 Added 19.91%
51,913 $1.42 Million
Q2 2025

Jul 10, 2025
BUY
$24.32 - $27.87 $141,566 - $162,231
5,821 Added 15.53%
43,292 $1.15 Million
Q1 2025

Apr 15, 2025
BUY
$27.01 - $28.54 $145,286 - $153,516
5,379 Added 16.76%
37,471 $1.03 Million
Q4 2024

Feb 03, 2025
BUY
$26.93 - $84.95 $864,237 - $2.73 Million
32,092 New
32,092 $876,000

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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