Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Financial Advisors, LLC

  • $563 Million
  • Q3 2025

A detailed history of Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Advisors, LLC holds 10,170 shares of SCHD stock, worth $277,030. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,170
Previous 9,802 3.75%
Holding current value
$277,030
Previous $259,000 6.95%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 07, 2025
BUY
$26.38 - $27.95 $9,707 - $10,285
368 Added 3.75%
10,170 $277,000
Q2 2025

Jul 29, 2025
SELL
$24.32 - $27.87 $28,113 - $32,217
-1,156 Reduced 10.55%
9,802 $259,000
Q1 2025

May 02, 2025
BUY
$27.01 - $28.54 $6,671 - $7,049
247 Added 2.31%
10,958 $306,000
Q4 2024

Jan 15, 2025
BUY
$26.93 - $84.95 $288,447 - $909,899
10,711 New
10,711 $292,000

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
869M
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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