Delap Wealth Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History

Delap Wealth Advisory, LLC

  • $238 Billion
  • Q3 2025

A detailed history of Delap Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 22,548 shares of SCHD stock, worth $614,207. This represents 0.26% of its overall portfolio holdings.

Number of Shares
22,548
Previous 23,302 3.24%
Holding current value
$614,207
Previous $618 Million 0.52%
% of portfolio
0.26%
Previous 0.3%

Shares

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

Nov 06, 2025
SELL
$26.38 - $27.95 $19,890 - $21,074
-754 Reduced 3.24%
22,548 $621 Million
Q2 2025

Jul 28, 2025
BUY
$24.32 - $27.87 $14,227 - $16,303
585 Added 2.58%
23,302 $618 Million
Q1 2025

May 08, 2025
SELL
$27.01 - $28.54 $13,559 - $14,327
-502 Reduced 2.16%
22,717 $635 Million
Q4 2024

Feb 04, 2025
BUY
$26.93 - $84.95 $625,287 - $1.97 Million
23,219 New
23,219 $634 Million

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
  • Sector ETFs
  • Industry ETFs
More about SCHD
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