Ehrlich Financial Group Schwab Strategic Tr Us Dividen Transaction History

Ehrlich Financial Group

$137 Billion
Q1 2025

A detailed history of Ehrlich Financial Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ehrlich Financial Group holds 49,464 shares of SCHD stock, worth $1.36 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

49,464

Previous 51,560 4.07%

Holding current value

$1.36 Million

Previous $1.41 Billion 1.82%

% of portfolio

1.01%

Previous 1.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$27.01 - $28.54 $56,612 - $59,819	-2,096 Reduced 4.07%	49,464 $1.38 Billion
Q4 2024 Jan 13, 2025	BUY	$26.93 - $84.95 $979,632 - $3.09 Million	36,377 Added 239.59%	51,560 $1.41 Billion
Q3 2024 Oct 07, 2024	BUY	$77.02 - $85.06 $44,055 - $48,654	572 Added 3.91%	15,183 $1.28 Billion
Q2 2024 Jul 12, 2024	SELL	$75.81 - $80.15 $756,280 - $799,576	-9,976 Reduced 40.57%	14,611 $1.14 Billion
Q1 2024 Apr 15, 2024	BUY	$75.25 - $80.63 $44,472 - $47,652	591 Added 2.46%	24,587 $1.98 Billion
Q4 2023 Feb 13, 2024	BUY	$66.9 - $76.32 $1.61 Million - $1.83 Million	23,996 New	23,996 $1.83 Billion

Others Institutions Holding SCHD

# of Institutions

1,955

Shares Held

850M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Ehrlich Financial Group Schwab Strategic Tr Us Dividen Transaction History