A detailed history of Financial Partners Group, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Partners Group, Inc holds 259,501 shares of SCHD stock, worth $7.07 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
259,501
Previous 270,113 3.93%
Holding current value
$7.07 Million
Previous $7.16 Million 1.02%
% of portfolio
0.92%
Previous 1.03%

Shares

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

Oct 17, 2025

SELL
$26.38 - $27.95 $279,944 - $296,605
-10,612 Reduced 3.93%
259,501 $7.08 Million
Q2 2025

Jul 15, 2025

BUY
$24.32 - $27.87 $714,278 - $818,541
29,370 Added 12.2%
270,113 $7.16 Million
Q1 2025

May 06, 2025

BUY
$27.01 - $28.54 $480,642 - $507,869
17,795 Added 7.98%
240,743 $6.73 Million
Q4 2024

Jan 24, 2025

BUY
$26.93 - $84.95 $5.87 Million - $18.5 Million
218,139 Added 4536.06%
222,948 $6.09 Million
Q3 2024

Oct 30, 2024

BUY
$77.02 - $85.06 $370,389 - $409,053
4,809 New
4,809 $406,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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