Delta Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Delta Investment Management, LLC

  • $427 Million
  • Q3 2025

A detailed history of Delta Investment Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Delta Investment Management, LLC holds 9,621 shares of SCHD stock, worth $262,076. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,621
Previous 9,648 0.28%
Holding current value
$262,076
Previous $255,000 2.75%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 20, 2025
SELL
$26.38 - $27.95 $712 - $754
-27 Reduced 0.28%
9,621 $262,000
Q2 2025

Jul 31, 2025
BUY
$24.32 - $27.87 $23,176 - $26,560
953 Added 10.96%
9,648 $255,000
Q1 2025

May 14, 2025
BUY
$27.01 - $28.54 $19,177 - $20,263
710 Added 8.89%
8,695 $243,000
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $215,036 - $678,325
7,985 New
7,985 $218,000
Q4 2023

Feb 02, 2024
BUY
$66.9 - $76.32 $188,189 - $214,688
2,813 New
2,813 $214,000
Q1 2023

May 05, 2023
BUY
$70.28 - $78.03 $197,697 - $219,498
2,813 New
2,813 $205,000

Others Institutions Holding SCHD

# of Institutions
2,062
Shares Held
866M
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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