Generation Capital Management LLC Schwab Strategic Tr Us Dividen Transaction History

Generation Capital Management LLC

  • $138 Billion
  • Q3 2025

A detailed history of Generation Capital Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Generation Capital Management LLC holds 14,131 shares of SCHD stock, worth $384,928. This represents 0.28% of its overall portfolio holdings.

Number of Shares
14,131
Previous 14,131 -0.0%
Holding current value
$384,928
Previous $374 Million 3.02%
% of portfolio
0.28%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$27.01 - $28.54 $21,094 - $22,289
781 Added 5.85%
14,131 $395 Million
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $359,515 - $1.13 Million
13,350 New
13,350 $365 Million

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

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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