Gm Advisory Group, Inc. Schwab Strategic Tr Us Dividen Transaction History

Gm Advisory Group, Inc.

$2.27 Billion
Q3 2025

A detailed history of Gm Advisory Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Gm Advisory Group, Inc. holds 176,799 shares of SCHD stock, worth $4.82 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

176,799

Previous 165,682 6.71%

Holding current value

$4.82 Million

Previous $4.39 Million 9.93%

% of portfolio

0.21%

Previous 0.22%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 18, 2025	BUY	$26.38 - $27.95 $293,266 - $310,720	11,117 Added 6.71%	176,799 $4.83 Million
Q2 2025 Aug 12, 2025	SELL	$24.32 - $27.87 $654,183 - $749,675	-26,899 Reduced 13.97%	165,682 $4.39 Million
Q1 2025 May 14, 2025	BUY	$27.01 - $28.54 $356,991 - $377,213	13,217 Added 7.37%	192,581 $5.38 Million
Q4 2024 Feb 10, 2025	BUY	$26.93 - $84.95 $3.49 Million - $11 Million	129,680 Added 261.01%	179,364 $4.9 Million
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $1.44 Million - $1.59 Million	18,697 Added 60.34%	49,684 $4.2 Million

Q2 2024 Aug 12, 2024	SELL	$75.81 - $80.15 $424,536 - $448,840	-5,600 Reduced 15.31%	30,987 $2.41 Million
Q1 2024 May 09, 2024	BUY	$75.25 - $80.63 $1.83 Million - $1.96 Million	24,355 Added 199.11%	36,587 $2.95 Million
Q4 2023 Feb 12, 2024	BUY	$66.9 - $76.32 $599,758 - $684,208	8,965 Added 274.41%	12,232 $931,000
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $230,748 - $247,181	3,267 New	3,267 $231,000
Q1 2023 May 12, 2023	BUY	$70.28 - $78.03 $450,986 - $500,718	6,417 New	6,417 $469,000
Q2 2022 Aug 15, 2022	SELL	$70.31 - $80.24 $196,164 - $223,869	-2,790 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$75.14 - $81.94 $209,640 - $228,612	2,790 New	2,790 $220,000
Q1 2021 May 13, 2021	SELL	$63.23 - $73.67 $373,436 - $435,095	-5,906 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$54.8 - $65.16 $323,648 - $384,834	5,906 New	5,906 $379,000

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

869M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Gm Advisory Group, Inc. Schwab Strategic Tr Us Dividen Transaction History