Financial Insights, Inc. Schwab Strategic Tr Us Dividen Transaction History

Financial Insights, Inc.

$266 Million
Q2 2025

A detailed history of Financial Insights, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Insights, Inc. holds 908,983 shares of SCHD stock, worth $24.8 Million. This represents 9.06% of its overall portfolio holdings.

Number of Shares

908,983

Previous 924,343 1.66%

Holding current value

$24.8 Million

Previous $25.8 Million 6.79%

% of portfolio

9.06%

Previous 10.43%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$24.32 - $27.87 $373,555 - $428,083	-15,360 Reduced 1.66%	908,983 $24.1 Million
Q1 2025 Apr 24, 2025	BUY	$27.01 - $28.54 $1.07 Million - $1.13 Million	39,636 Added 4.48%	924,343 $25.8 Million
Q4 2024 Mar 05, 2025	BUY	$26.93 - $84.95 $16.2 Million - $51.2 Million	602,982 Added 214.03%	884,707 $24.2 Million
Q3 2024 Oct 22, 2024	SELL	$77.02 - $85.06 $38,587 - $42,615	-501 Reduced 0.18%	281,725 $23.8 Million
Q2 2024 Jul 16, 2024	BUY	$75.81 - $80.15 $242,819 - $256,720	3,203 Added 1.15%	282,226 $21.9 Million

Q1 2024 Apr 25, 2024	SELL	$75.25 - $80.63 $1.01 Million - $1.09 Million	-13,487 Reduced 4.61%	279,023 $22.5 Million
Q4 2023 Jan 24, 2024	BUY	$66.9 - $76.32 $829,158 - $945,910	12,394 Added 4.42%	292,510 $22.3 Million
Q3 2023 Dec 06, 2023	BUY	$70.63 - $75.66 $5.23 Million - $5.6 Million	74,035 Added 33.14%	297,460 $21 Million
Q2 2023 Jan 24, 2024	SELL	$69.18 - $73.94 $1.2 Million - $1.28 Million	-17,344 Reduced 5.83%	280,116 $20.3 Million
Q1 2023 Apr 17, 2023	BUY	$70.28 - $78.03 $5.8 Million - $6.44 Million	82,488 Added 58.53%	223,425 $16.3 Million
Q4 2022 Feb 09, 2023	BUY	$67.16 - $79.06 $4.52 Million - $5.33 Million	67,354 Added 91.53%	140,937 $10.6 Million
Q3 2022 Oct 26, 2022	BUY	$66.43 - $77.87 $4.89 Million - $5.73 Million	73,583 New	73,583 $4.89 Million

Others Institutions Holding SCHD

# of Institutions

2,063

Shares Held

866M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Financial Insights, Inc. Schwab Strategic Tr Us Dividen Transaction History