Goal Vest Advisory LLC Schwab Strategic Tr Us Dividen Transaction History

Goal Vest Advisory LLC

$488 Million
Q4 2025

A detailed history of Goal Vest Advisory LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Goal Vest Advisory LLC holds 13,434 shares of SCHD stock, worth $365,942. This represents 0.07% of its overall portfolio holdings.

Number of Shares

13,434

Previous 14,595 7.95%

Holding current value

$365,942

Previous $398,000 8.29%

% of portfolio

0.07%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 05, 2026	SELL	$26.44 - $27.53 $30,696 - $31,962	-1,161 Reduced 7.95%	13,434 $365,000
Q1 2025 Apr 07, 2025	SELL	$27.01 - $28.54 $11,587 - $12,243	-429 Reduced 2.86%	14,595 $402,000
Q4 2024 Jan 17, 2025	BUY	$26.93 - $84.95 $269,730 - $850,859	10,016 Added 200.0%	15,024 $410,000
Q1 2024 Apr 15, 2024	BUY	$75.25 - $80.63 $345,924 - $370,656	4,597 Added 1118.49%	5,008 $403,000
Q1 2022 May 03, 2022	BUY	$75.14 - $81.94 $30,882 - $33,677	411 New	411 $32,000

Q1 2021 May 13, 2021	SELL	$63.23 - $73.67 $316 - $368	-5 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$54.8 - $65.16 $274 - $325	5 New	5 $0

Others Institutions Holding SCHD

# of Institutions

2,061

Shares Held

865M

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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Goal Vest Advisory LLC Schwab Strategic Tr Us Dividen Transaction History