Investmark Advisory Group LLC Schwab Strategic Tr Us Dividen Transaction History

Investmark Advisory Group LLC

  • $214 Million
  • Q3 2025

A detailed history of Investmark Advisory Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Investmark Advisory Group LLC holds 17,371 shares of SCHD stock, worth $473,186. This represents 0.22% of its overall portfolio holdings.

Number of Shares
17,371
Previous 17,313 0.34%
Holding current value
$473,186
Previous $458,000 3.49%
% of portfolio
0.22%
Previous 0.23%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$26.38 - $27.95 $1,530 - $1,621
58 Added 0.34%
17,371 $474,000
Q2 2025

Aug 14, 2025
SELL
$24.32 - $27.87 $45,624 - $52,284
-1,876 Reduced 9.78%
17,313 $458,000
Q1 2025

May 15, 2025
SELL
$27.01 - $28.54 $51,319 - $54,226
-1,900 Reduced 9.01%
19,189 $536,000
Q4 2024

Feb 18, 2025
BUY
$26.93 - $84.95 $379,120 - $1.2 Million
14,078 Added 200.8%
21,089 $576,000
Q3 2024

Nov 14, 2024
SELL
$77.02 - $85.06 $6,623 - $7,315
-86 Reduced 1.21%
7,011 $592,000
Q2 2024

Aug 14, 2024
SELL
$75.81 - $80.15 $54,886 - $58,028
-724 Reduced 9.26%
7,097 $551,000
Q1 2024

May 17, 2024
SELL
$75.25 - $80.63 $228,459 - $244,792
-3,036 Reduced 27.96%
7,821 $630,000
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $726,333 - $828,606
10,857 New
10,857 $826,000
Q4 2021

May 03, 2022
BUY
$74.93 - $80.86 $93,962 - $101,398
1,254 New
1,254 $101,000

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
873M
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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