Investment Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Investment Advisory Group, LLC

$371 Million
Q4 2025

A detailed history of Investment Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Investment Advisory Group, LLC holds 102,129 shares of SCHD stock, worth $2.78 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

102,129

Previous 119,445 14.5%

Holding current value

$2.78 Million

Previous $3.26 Million 14.69%

% of portfolio

0.75%

Previous 0.92%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	SELL	$26.44 - $27.53 $457,835 - $476,709	-17,316 Reduced 14.5%	102,129 $2.78 Million
Q3 2025 Nov 03, 2025	BUY	$26.38 - $27.95 $21,394 - $22,667	811 Added 0.68%	119,445 $3.26 Million
Q2 2025 Jul 25, 2025	BUY	$24.32 - $27.87 $307,161 - $351,998	12,630 Added 11.91%	118,634 $3.14 Million
Q1 2025 Apr 14, 2025	BUY	$27.01 - $28.54 $435,941 - $460,635	16,140 Added 17.96%	106,004 $2.92 Million
Q4 2024 Jan 17, 2025	BUY	$26.93 - $84.95 $1.76 Million - $5.54 Million	65,180 Added 264.06%	89,864 $2.46 Million

Q3 2024 Oct 15, 2024	BUY	$77.02 - $85.06 $116,839 - $129,036	1,517 Added 6.55%	24,684 $2.09 Million
Q2 2024 Jul 31, 2024	SELL	$75.81 - $80.15 $26,988 - $28,533	-356 Reduced 1.51%	23,167 $1.8 Million
Q1 2024 Apr 29, 2024	SELL	$75.25 - $80.63 $48,310 - $51,764	-642 Reduced 2.66%	23,523 $1.9 Million
Q4 2023 Jan 30, 2024	SELL	$66.9 - $76.32 $44,956 - $51,287	-672 Reduced 2.71%	24,165 $1.84 Million
Q3 2023 Oct 16, 2023	SELL	$70.63 - $75.66 $41,812 - $44,790	-592 Reduced 2.33%	24,837 $1.76 Million
Q2 2023 Jul 17, 2023	BUY	$69.18 - $73.94 $84,607 - $90,428	1,223 Added 5.05%	25,429 $1.85 Million
Q1 2023 May 02, 2023	BUY	$70.28 - $78.03 $587,962 - $652,798	8,366 Added 52.82%	24,206 $1.77 Million
Q4 2022 Jan 19, 2023	BUY	$67.16 - $79.06 $515,050 - $606,311	7,669 Added 93.86%	15,840 $0
Q3 2022 Oct 24, 2022	BUY	$66.43 - $77.87 $66,031 - $77,402	994 Added 13.85%	8,171 $543,000
Q2 2022 Jul 18, 2022	BUY	$70.31 - $80.24 $2,038 - $2,326	29 Added 0.41%	7,177 $514,000
Q1 2022 Apr 29, 2022	BUY	$75.14 - $81.94 $150 - $163	2 Added 0.03%	7,148 $562,000
Q4 2021 Feb 11, 2022	BUY	$74.93 - $80.86 $535,449 - $577,825	7,146 New	7,146 $560,000

Others Institutions Holding SCHD

# of Institutions

2,064

Shares Held

867M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Investment Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History