Garden State Investment Advisory Services LLC Schwab Strategic Tr Us Dividen Transaction History

Garden State Investment Advisory Services LLC

$449 Billion
Q3 2025

A detailed history of Garden State Investment Advisory Services LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Garden State Investment Advisory Services LLC holds 135,147 shares of SCHD stock, worth $3.68 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

135,147

Previous 171,917 21.39%

Holding current value

$3.68 Million

Previous $4.56 Billion 19.06%

% of portfolio

0.82%

Previous 1.15%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$26.38 - $27.95 $969,992 - $1.03 Million	-36,770 Reduced 21.39%	135,147 $3.69 Billion
Q2 2025 Aug 14, 2025	SELL	$24.32 - $27.87 $1.88 Million - $2.15 Million	-77,151 Reduced 30.98%	171,917 $4.56 Billion
Q1 2025 May 15, 2025	SELL	$27.01 - $28.54 $2.73 Million - $2.88 Million	-100,994 Reduced 28.85%	249,068 $6.97 Billion
Q4 2024 Feb 13, 2025	BUY	$26.93 - $84.95 $6.35 Million - $20 Million	235,684 Added 206.06%	350,062 $9.57 Billion
Q3 2024 Nov 14, 2024	SELL	$77.02 - $85.06 $121,768 - $134,479	-1,581 Reduced 1.36%	114,378 $9.68 Billion

Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $46,395 - $49,051	612 Added 0.53%	115,959 $9.12 Billion
Q1 2024 May 14, 2024	BUY	$75.25 - $80.63 $388,440 - $416,212	5,162 Added 4.68%	115,347 $9.31 Billion
Q3 2023 Nov 13, 2023	SELL	$70.63 - $75.66 $157,081 - $168,267	-2,224 Reduced 1.98%	110,185 $7.8 Billion
Q2 2023 Aug 14, 2023	BUY	$69.18 - $73.94 $183,396 - $196,014	2,651 Added 2.42%	112,409 $8.16 Billion
Q1 2023 May 11, 2023	SELL	$70.28 - $78.03 $739,415 - $820,953	-10,521 Reduced 8.75%	109,758 $8.03 Billion
Q4 2022 Feb 13, 2023	BUY	$67.16 - $79.06 $8.08 Million - $9.51 Million	120,279 New	120,279 $9.09 Billion

Others Institutions Holding SCHD

# of Institutions

2,057

Shares Held

873M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Garden State Investment Advisory Services LLC Schwab Strategic Tr Us Dividen Transaction History