Klingman & Associates, LLC Schwab Strategic Tr Us Dividen Transaction History

Klingman & Associates, LLC

  • $1.97 Billion
  • Q3 2025

A detailed history of Klingman & Associates, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Klingman & Associates, LLC holds 9,614 shares of SCHD stock, worth $261,885. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,614
Previous 12,050 20.22%
Holding current value
$261,885
Previous $319,000 17.87%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 27, 2025
SELL
$26.38 - $27.95 $64,261 - $68,086
-2,436 Reduced 20.22%
9,614 $262,000
Q2 2025

Jul 30, 2025
SELL
$24.32 - $27.87 $4,328 - $4,960
-178 Reduced 1.46%
12,050 $319,000
Q1 2025

May 12, 2025
BUY
$27.01 - $28.54 $76,816 - $81,167
2,844 Added 30.31%
12,228 $341,000
Q4 2024

Jan 31, 2025
BUY
$26.93 - $84.95 $167,773 - $529,238
6,230 Added 197.53%
9,384 $256,000
Q2 2023

Jul 31, 2023
BUY
$69.18 - $73.94 $2,006 - $2,144
29 Added 0.93%
3,154 $229,000
Q1 2023

May 03, 2023
BUY
$70.28 - $78.03 $3,654 - $4,057
52 Added 1.69%
3,125 $228,000
Q4 2022

Feb 03, 2023
BUY
$67.16 - $79.06 $206,382 - $242,951
3,073 New
3,073 $232,000
Q2 2022

Jul 27, 2022
SELL
$70.31 - $80.24 $194,336 - $221,783
-2,764 Closed
0 $0
Q4 2021

Jan 31, 2022
SELL
$74.93 - $80.86 $149 - $161
-2 Reduced 0.07%
2,764 $223,000
Q2 2021

Jul 27, 2021
BUY
$73.32 - $77.65 $202,803 - $214,779
2,766 New
2,766 $209,000

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

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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