A detailed history of Diversified Enterprises, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Diversified Enterprises, LLC holds 338,027 shares of SCHD stock, worth $9.21 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
338,027
Previous 4,560,879 92.59%
Holding current value
$9.21 Million
Previous $121 Billion 92.36%
% of portfolio
0.62%
Previous 9.02%

Shares

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

Oct 10, 2025

SELL
$26.38 - $27.95 $111 Million - $118 Million
-4,222,852 Reduced 92.59%
338,027 $9.23 Billion
Q2 2025

Jul 16, 2025

BUY
$24.32 - $27.87 $8.67 Million - $9.93 Million
356,425 Added 8.48%
4,560,879 $121 Billion
Q1 2025

May 15, 2025

BUY
$27.01 - $28.54 $5.67 Million - $5.99 Million
210,001 Added 5.26%
4,204,454 $118 Billion
Q4 2024

Feb 10, 2025

BUY
$26.93 - $84.95 $75 Million - $237 Million
2,784,824 Added 230.22%
3,994,453 $109 Billion
Q3 2024

Nov 14, 2024

BUY
$77.02 - $85.06 $93.2 Million - $103 Million
1,209,629 New
1,209,629 $102 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Diversified Enterprises, LLC Portfolio

Follow Diversified Enterprises, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversified Enterprises, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversified Enterprises, LLC with notifications on news.