Ethos Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Ethos Financial Group, LLC

$1.1 Billion
Q3 2025

A detailed history of Ethos Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ethos Financial Group, LLC holds 49,860 shares of SCHD stock, worth $1.36 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

49,860

Previous 48,660 2.47%

Holding current value

$1.36 Million

Previous $1.29 Million 5.59%

% of portfolio

0.12%

Previous 0.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$26.38 - $27.95 $31,656 - $33,540	1,200 Added 2.47%	49,860 $1.36 Million
Q2 2025 Aug 06, 2025	BUY	$24.32 - $27.87 $183,129 - $209,861	7,530 Added 18.31%	48,660 $1.29 Million
Q1 2025 May 13, 2025	BUY	$27.01 - $28.54 $6,482 - $6,849	240 Added 0.59%	41,130 $1.15 Million
Q4 2024 Feb 06, 2025	BUY	$26.93 - $84.95 $799,982 - $2.52 Million	29,706 Added 265.61%	40,890 $1.12 Million
Q3 2024 Nov 07, 2024	BUY	$77.02 - $85.06 $32,887 - $36,320	427 Added 3.97%	11,184 $945,000

Q2 2024 Aug 12, 2024	SELL	$75.81 - $80.15 $6.78 Million - $7.17 Million	-89,485 Reduced 89.27%	10,757 $845,000
Q1 2024 May 08, 2024	BUY	$75.25 - $80.63 $43,043 - $46,120	572 Added 0.57%	100,242 $8.09 Million
Q4 2023 Feb 07, 2024	BUY	$66.9 - $76.32 $6.06 Million - $6.91 Million	90,604 Added 999.38%	99,670 $7.59 Million
Q3 2023 Nov 13, 2023	SELL	$70.63 - $75.66 $108,911 - $116,667	-1,542 Reduced 14.54%	9,066 $641,000
Q1 2023 Apr 20, 2023	BUY	$70.28 - $78.03 $28,252 - $31,368	402 Added 3.94%	10,608 $776,000
Q4 2022 Feb 09, 2023	BUY	$67.16 - $79.06 $685,434 - $806,886	10,206 New	10,206 $771 Million

Others Institutions Holding SCHD

# of Institutions

2,059

Shares Held

873M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Ethos Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History