Fsc Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Fsc Wealth Advisors, LLC

$171 Million
Q3 2025

A detailed history of Fsc Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fsc Wealth Advisors, LLC holds 165,418 shares of SCHD stock, worth $4.51 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares

165,418

Previous 164,567 0.52%

Holding current value

$4.51 Million

Previous $4.36 Million 3.53%

% of portfolio

2.64%

Previous 2.78%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$26.38 - $27.95 $22,449 - $23,785	851 Added 0.52%	165,418 $4.52 Million
Q2 2025 Aug 11, 2025	SELL	$24.32 - $27.87 $29,840 - $34,196	-1,227 Reduced 0.74%	164,567 $4.36 Million
Q1 2025 Apr 22, 2025	SELL	$27.01 - $28.54 $6,023 - $6,364	-223 Reduced 0.13%	165,794 $4.64 Million
Q4 2024 Jan 22, 2025	BUY	$26.93 - $84.95 $2.99 Million - $9.42 Million	110,894 Added 201.18%	166,017 $4.54 Million
Q3 2024 Oct 21, 2024	SELL	$77.02 - $85.06 $310,698 - $343,132	-4,034 Reduced 6.82%	55,123 $4.66 Million

Q2 2024 Jul 17, 2024	BUY	$75.81 - $80.15 $29,262 - $30,937	386 Added 0.66%	59,157 $4.6 Million
Q1 2024 Apr 16, 2024	BUY	$75.25 - $80.63 $3.01 Million - $3.22 Million	39,945 Added 212.18%	58,771 $4.74 Million
Q4 2023 Jan 16, 2024	SELL	$66.9 - $76.32 $1.28 Million - $1.46 Million	-19,119 Reduced 50.39%	18,826 $1.43 Million
Q3 2023 Oct 23, 2023	BUY	$70.63 - $75.66 $2.53 Million - $2.71 Million	35,830 Added 1694.09%	37,945 $2.68 Million
Q2 2023 Jul 18, 2023	BUY	$69.18 - $73.94 $91,940 - $98,266	1,329 Added 169.08%	2,115 $153,000
Q1 2023 Apr 18, 2023	BUY	$70.28 - $78.03 $55,240 - $61,331	786 New	786 $57,000
Q1 2022 May 09, 2022	SELL	$75.14 - $81.94 $802,870 - $875,528	-10,685 Closed	0 $0
Q4 2021 Apr 28, 2022	BUY	$74.93 - $80.86 $800,627 - $863,989	10,685 New	10,685 $864,000

Others Institutions Holding SCHD

# of Institutions

2,055

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Fsc Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History