Clear Investment Research, LLC Schwab Strategic Tr Us Dividen Transaction History

Clear Investment Research, LLC

$74.1 Million
Q3 2025

A detailed history of Clear Investment Research, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Clear Investment Research, LLC holds 5,344 shares of SCHD stock, worth $145,570. This represents 0.2% of its overall portfolio holdings.

Number of Shares

5,344

Previous 5,080 5.2%

Holding current value

$145,570

Previous $134,000 8.21%

% of portfolio

0.2%

Previous 0.17%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$26.38 - $27.95 $6,964 - $7,378	264 Added 5.2%	5,344 $145,000
Q1 2025 May 09, 2025	SELL	$27.01 - $28.54 $2,917 - $3,082	-108 Reduced 2.08%	5,080 $142,000
Q4 2024 Feb 11, 2025	BUY	$26.93 - $84.95 $93,312 - $294,351	3,465 Added 201.1%	5,188 $141,000
Q2 2024 Aug 08, 2024	BUY	$75.81 - $80.15 $4,017 - $4,247	53 Added 3.17%	1,723 $133,000
Q1 2024 May 02, 2024	BUY	$75.25 - $80.63 $150 - $161	2 Added 0.12%	1,670 $134,000

Q4 2023 Feb 12, 2024	SELL	$66.9 - $76.32 $5,485 - $6,258	-82 Reduced 4.69%	1,668 $126,000
Q3 2023 Nov 07, 2023	BUY	$70.63 - $75.66 $4,237 - $4,539	60 Added 3.55%	1,750 $123,000
Q2 2023 Aug 09, 2023	SELL	$69.18 - $73.94 $899 - $961	-13 Reduced 0.76%	1,690 $122,000
Q1 2023 May 09, 2023	BUY	$70.28 - $78.03 $6,606 - $7,334	94 Added 5.84%	1,703 $124,000
Q4 2022 Feb 10, 2023	SELL	$67.16 - $79.06 $2,417 - $2,846	-36 Reduced 2.19%	1,609 $122,000
Q2 2022 Aug 05, 2022	SELL	$70.31 - $80.24 $3,656 - $4,172	-52 Reduced 3.06%	1,645 $118,000
Q1 2022 May 02, 2022	BUY	$75.14 - $81.94 $22,091 - $24,090	294 Added 20.96%	1,697 $134,000
Q4 2021 Jan 24, 2022	BUY	$74.93 - $80.86 $15,135 - $16,333	202 Added 16.82%	1,403 $113,000
Q2 2021 Jul 29, 2021	BUY	$73.32 - $77.65 $48,024 - $50,860	655 Added 119.96%	1,201 $91,000
Q1 2021 May 05, 2021	BUY	$63.23 - $73.67 $34,523 - $40,223	546 New	546 $40,000
Q2 2020 Jul 27, 2020	SELL	$43.56 - $56.5 $130 - $169	-3 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$39.5 - $59.28 $118 - $177	3 New	3 $0

Others Institutions Holding SCHD

# of Institutions

2,068

Shares Held

864M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Clear Investment Research, LLC Schwab Strategic Tr Us Dividen Transaction History