Financial Perspectives, Inc Schwab Strategic Tr Us Dividen Transaction History

Financial Perspectives, Inc

$361 Billion
Q3 2025

A detailed history of Financial Perspectives, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Perspectives, Inc holds 66,247 shares of SCHD stock, worth $1.8 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

66,247

Previous 54,257 22.1%

Holding current value

$1.8 Million

Previous $1.44 Billion 25.78%

% of portfolio

0.5%

Previous 0.43%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$26.38 - $27.95 $316,296 - $335,120	11,990 Added 22.1%	66,247 $1.81 Billion
Q2 2025 Jul 29, 2025	BUY	$24.32 - $27.87 $634,071 - $726,626	26,072 Added 92.5%	54,257 $1.44 Billion
Q1 2025 Apr 18, 2025	BUY	$27.01 - $28.54 $52,291 - $55,253	1,936 Added 7.38%	28,185 $788 Million
Q4 2024 Jan 31, 2025	BUY	$26.93 - $84.95 $526,212 - $1.66 Million	19,540 Added 291.25%	26,249 $717 Million
Q3 2024 Oct 17, 2024	BUY	$77.02 - $85.06 $131,550 - $145,282	1,708 Added 34.15%	6,709 $567 Million

Q2 2024 Aug 09, 2024	BUY	$75.81 - $80.15 $2,274 - $2,404	30 Added 0.6%	5,001 $389 Million
Q1 2024 Apr 19, 2024	BUY	$75.25 - $80.63 $33,034 - $35,396	439 Added 9.69%	4,971 $401 Million
Q4 2023 Feb 01, 2024	BUY	$66.9 - $76.32 $54,322 - $61,971	812 Added 21.83%	4,532 $345 Million
Q3 2023 Jan 09, 2024	BUY	$70.63 - $75.66 $242,614 - $259,892	3,435 Added 1205.26%	3,720 $263 Million
Q2 2023 Jan 09, 2024	BUY	$69.18 - $73.94 $69 - $73	1 Added 0.35%	285 $20.7 Million
Q1 2023 Jan 09, 2024	BUY	$70.28 - $78.03 $140 - $156	2 Added 0.71%	284 $20.7 Million
Q4 2022 Jan 09, 2024	BUY	$67.16 - $79.06 $805 - $948	12 Added 4.44%	282 $21.3 Million
Q3 2022 Jan 09, 2024	SELL	$66.43 - $77.87 $1,062 - $1,245	-16 Reduced 5.59%	270 $17.9 Million
Q2 2022 Jan 09, 2024	SELL	$70.31 - $80.24 $20,178 - $23,028	-287 Reduced 50.09%	286 $20.5 Million
Q1 2022 Jan 09, 2024	BUY	$75.14 - $81.94 $75 - $81	1 Added 0.17%	573 $45.2 Million
Q4 2021 Jan 09, 2024	BUY	$74.93 - $80.86 $299 - $323	4 Added 0.7%	572 $46.2 Million
Q3 2021 Jan 09, 2024	BUY	$74.23 - $78.13 $74 - $78	1 Added 0.18%	568 $42.2 Million
Q2 2021 Jan 09, 2024	SELL	$73.32 - $77.65 $2.99 Million - $3.16 Million	-40,731 Reduced 98.63%	567 $42.9 Million
Q1 2021 Jan 09, 2024	BUY	$63.23 - $73.67 $2.54 Million - $2.96 Million	40,203 Added 3671.51%	41,298 $566,000
Q4 2020 Jan 09, 2024	BUY	$54.8 - $65.16 $32,003 - $38,053	584 Added 114.29%	1,095 $70.2 Million
Q3 2020 Jan 09, 2024	BUY	$50.37 - $58.54 $8,311 - $9,659	165 Added 47.69%	511 $28.3 Million
Q2 2020 Jan 09, 2024	BUY	$43.56 - $56.5 $2,395 - $3,107	55 Added 18.9%	346 $17.9 Million
Q1 2020 Jan 09, 2024	BUY	$39.5 - $59.28 $8,492 - $12,745	215 Added 282.89%	291 $13.1 Million
Q4 2019 Jan 09, 2024	BUY	$52.87 - $58.15 $4,018 - $4,419	76 New	76 $4.42 Million

Others Institutions Holding SCHD

# of Institutions

2,056

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Financial Perspectives, Inc Schwab Strategic Tr Us Dividen Transaction History