Kestra Private Wealth Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Kestra Private Wealth Services, LLC

$7.16 Billion
Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 400,266 shares of SCHD stock, worth $10.9 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

400,266

Previous 534,302 25.09%

Holding current value

$10.9 Million

Previous $14.2 Million 22.83%

% of portfolio

0.15%

Previous 0.22%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$26.38 - $27.95 $3.54 Million - $3.75 Million	-134,036 Reduced 25.09%	400,266 $10.9 Million
Q2 2025 Aug 07, 2025	SELL	$24.32 - $27.87 $1.27 Million - $1.46 Million	-52,396 Reduced 8.93%	534,302 $14.2 Million
Q1 2025 May 05, 2025	SELL	$27.01 - $28.54 $182,209 - $192,530	-6,746 Reduced 1.14%	586,698 $16.4 Million
Q4 2024 Jan 28, 2025	BUY	$26.93 - $84.95 $10.3 Million - $32.6 Million	384,261 Added 183.7%	593,444 $16.2 Million
Q3 2024 Nov 13, 2024	BUY	$77.02 - $85.06 $1.25 Million - $1.39 Million	16,294 Added 8.45%	209,183 $17.7 Million

Q2 2024 Aug 12, 2024	BUY	$75.81 - $80.15 $1.54 Million - $1.63 Million	20,360 Added 11.8%	192,889 $15 Million
Q1 2024 May 02, 2024	BUY	$75.25 - $80.63 $1.35 Million - $1.45 Million	17,987 Added 11.64%	172,529 $13.9 Million
Q4 2023 Feb 05, 2024	BUY	$66.9 - $76.32 $6.3 Million - $7.19 Million	94,190 Added 156.07%	154,542 $11.8 Million
Q3 2023 Nov 07, 2023	BUY	$70.63 - $75.66 $3.21 Million - $3.44 Million	45,424 Added 304.29%	60,352 $4.27 Million
Q2 2023 Aug 08, 2023	BUY	$69.18 - $73.94 $1.03 Million - $1.1 Million	14,928 New	14,928 $1.08 Million

Others Institutions Holding SCHD

# of Institutions

2,056

Shares Held

872M

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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Kestra Private Wealth Services, LLC Schwab Strategic Tr Us Dividen Transaction History