A detailed history of Cary Street Partners Financial LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cary Street Partners Financial LLC holds 438,471 shares of SCHD stock, worth $11.9 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
438,471
Previous 439,724 0.28%
Holding current value
$11.9 Million
Previous $11.7 Billion 2.73%
% of portfolio
0.31%
Previous 0.33%

Shares

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

Nov 10, 2025

SELL
$26.38 - $27.95 $33,054 - $35,021
-1,253 Reduced 0.28%
438,471 $12 Billion
Q2 2025

Aug 13, 2025

BUY
$24.32 - $27.87 $969,857 - $1.11 Million
39,879 Added 9.97%
439,724 $11.7 Billion
Q1 2025

May 09, 2025

SELL
$27.01 - $28.54 $395,237 - $417,625
-14,633 Reduced 3.53%
399,845 $11.2 Billion
Q4 2024

Feb 14, 2025

BUY
$26.93 - $84.95 $11.2 Million - $35.2 Million
414,478 New
414,478 $11.3 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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