Elevation Capital Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History

Elevation Capital Advisory, LLC

  • $250 Billion
  • Q3 2025

A detailed history of Elevation Capital Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Elevation Capital Advisory, LLC holds 53,313 shares of SCHD stock, worth $1.45 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
53,313
Previous 51,639 3.24%
Holding current value
$1.45 Million
Previous $1.37 Billion 6.36%
% of portfolio
0.58%
Previous 0.55%

Shares

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

Oct 30, 2025
BUY
$26.38 - $27.95 $44,160 - $46,788
1,674 Added 3.24%
53,313 $1.46 Billion
Q2 2025

Jul 29, 2025
BUY
$24.32 - $27.87 $28,916 - $33,137
1,189 Added 2.36%
51,639 $1.37 Billion
Q1 2025

May 12, 2025
BUY
$27.01 - $28.54 $96,344 - $101,802
3,567 Added 7.61%
50,450 $1.41 Billion
Q4 2024

Feb 06, 2025
BUY
$26.93 - $84.95 $870,350 - $2.75 Million
32,319 Added 221.91%
46,883 $1.28 Billion
Q3 2024

Nov 04, 2024
BUY
$77.02 - $85.06 $1.12 Million - $1.24 Million
14,564 New
14,564 $1.23 Billion

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
Track This Portfolio

Track Elevation Capital Advisory, LLC Portfolio

Follow Elevation Capital Advisory, 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 Elevation Capital Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elevation Capital Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email