Forum Financial Management, LP Schwab Strategic Tr Us Dividen Transaction History

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025

A detailed history of Forum Financial Management, LP transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Forum Financial Management, LP holds 26,513 shares of SCHD stock, worth $722,214. This represents 0.01% of its overall portfolio holdings.

Number of Shares
26,513
Previous 24,885 6.54%
Holding current value
$722,214
Previous $659,000 9.71%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2025
BUY
$26.38 - $27.95 $42,946 - $45,502
1,628 Added 6.54%
26,513 $723,000
Q2 2025

Jul 30, 2025
BUY
$24.32 - $27.87 $53,941 - $61,815
2,218 Added 9.79%
24,885 $659,000
Q1 2025

May 02, 2025
BUY
$27.01 - $28.54 $55,478 - $58,621
2,054 Added 9.96%
22,667 $633,000
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $403,222 - $1.27 Million
14,973 Added 265.48%
20,613 $563,000
Q3 2024

Oct 29, 2024
BUY
$77.02 - $85.06 $38,355 - $42,359
498 Added 9.68%
5,640 $476,000
Q2 2024

Jul 30, 2024
BUY
$75.81 - $80.15 $186,113 - $196,768
2,455 Added 91.37%
5,142 $399,000
Q1 2024

May 09, 2024
BUY
$75.25 - $80.63 $202,196 - $216,652
2,687 New
2,687 $216,000
Q2 2023

Jul 26, 2023
SELL
$69.18 - $73.94 $29,124 - $31,128
-421 Reduced 9.54%
3,991 $289,000
Q1 2023

Apr 19, 2023
BUY
$70.28 - $78.03 $13,915 - $15,449
198 Added 4.7%
4,412 $322,000
Q4 2022

Jan 24, 2023
BUY
$67.16 - $79.06 $30,289 - $35,656
451 Added 11.99%
4,214 $0
Q3 2022

Nov 07, 2022
SELL
$66.43 - $77.87 $9,433 - $11,057
-142 Reduced 3.64%
3,763 $250,000
Q2 2022

Aug 15, 2022
SELL
$70.31 - $80.24 $12,585 - $14,362
-179 Reduced 4.38%
3,905 $280,000
Q1 2022

May 16, 2022
SELL
$75.14 - $81.94 $5,710 - $6,227
-76 Reduced 1.83%
4,084 $322,000
Q4 2021

Feb 18, 2022
BUY
$74.93 - $80.86 $311,708 - $336,377
4,160 New
4,160 $336,000

Others Institutions Holding SCHD

# of Institutions
2,060
Shares Held
865M
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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