Financial Guidance Group, Inc. Schwab Strategic Tr Us Dividen Transaction History

Financial Guidance Group, Inc.

  • $191 Million
  • Q3 2025

A detailed history of Financial Guidance Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Guidance Group, Inc. holds 513,522 shares of SCHD stock, worth $14 Million. This represents 7.34% of its overall portfolio holdings.

Number of Shares
513,522
Previous 531,741 3.43%
Holding current value
$14 Million
Previous $14.1 Million 0.51%
% of portfolio
7.34%
Previous 7.99%

Shares

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

Nov 05, 2025
SELL
$26.38 - $27.95 $480,617 - $509,221
-18,219 Reduced 3.43%
513,522 $14 Million
Q2 2025

Jul 29, 2025
SELL
$24.32 - $27.87 $647,179 - $741,648
-26,611 Reduced 4.77%
531,741 $14.1 Million
Q1 2025

Apr 23, 2025
SELL
$27.01 - $28.54 $102,610 - $108,423
-3,799 Reduced 0.68%
558,352 $15.6 Million
Q4 2024

Jan 29, 2025
BUY
$26.93 - $84.95 $9.75 Million - $30.7 Million
361,867 Added 180.68%
562,151 $15.4 Million
Q3 2024

Oct 23, 2024
SELL
$77.02 - $85.06 $1.32 Million - $1.46 Million
-17,187 Reduced 7.9%
200,284 $16.9 Million
Q2 2024

Jul 25, 2024
SELL
$75.81 - $80.15 $1.47 Million - $1.55 Million
-19,354 Reduced 8.17%
217,471 $16.9 Million
Q1 2024

May 01, 2024
BUY
$75.25 - $80.63 $177,966 - $190,689
2,365 Added 1.01%
236,825 $19.1 Million
Q4 2023

Jan 26, 2024
SELL
$66.9 - $76.32 $536,270 - $611,781
-8,016 Reduced 3.31%
234,460 $17.8 Million
Q3 2023

Oct 23, 2023
SELL
$70.63 - $75.66 $386,911 - $414,465
-5,478 Reduced 2.21%
242,476 $17.2 Million
Q2 2023

Jul 26, 2023
SELL
$69.18 - $73.94 $78,796 - $84,217
-1,139 Reduced 0.46%
247,954 $18 Million
Q1 2023

Apr 18, 2023
BUY
$70.28 - $78.03 $584,237 - $648,663
8,313 Added 3.45%
249,093 $18.2 Million
Q4 2022

Jan 27, 2023
BUY
$67.16 - $79.06 $32,639 - $38,423
486 Added 0.2%
240,780 $0
Q3 2022

Oct 25, 2022
BUY
$66.43 - $77.87 $1.24 Million - $1.46 Million
18,738 Added 8.46%
240,294 $16 Million
Q2 2022

Jul 29, 2022
BUY
$70.31 - $80.24 $1.24 Million - $1.41 Million
17,623 Added 8.64%
221,556 $15.9 Million
Q1 2022

May 19, 2022
BUY
$75.14 - $81.94 $15.3 Million - $16.7 Million
203,933 New
203,933 $16.1 Million

Others Institutions Holding SCHD

# of Institutions
2,061
Shares Held
866M
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
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More about SCHD
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