Kraft, Davis & Associates, LLC Schwab Strategic Tr Us Dividen Transaction History

Kraft, Davis & Associates, LLC

  • $411 Billion
  • Q3 2025

A detailed history of Kraft, Davis & Associates, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kraft, Davis & Associates, LLC holds 97,763 shares of SCHD stock, worth $2.66 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
97,763
Previous 101,675 3.85%
Holding current value
$2.66 Million
Previous $2.77 Billion 3.3%
% of portfolio
0.65%
Previous 0.76%

Shares

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

Nov 05, 2025
SELL
$26.38 - $27.95 $103,198 - $109,340
-3,912 Reduced 3.85%
97,763 $2.67 Billion
Q2 2025

Jul 29, 2025
SELL
$24.32 - $27.87 $1.63 Million - $1.86 Million
-66,852 Reduced 39.67%
101,675 $2.77 Billion
Q1 2025

Apr 23, 2025
BUY
$27.01 - $28.54 $4.55 Million - $4.81 Million
168,527 New
168,527 $4.28 Billion
Q2 2024

Jul 29, 2024
BUY
$75.81 - $80.15 $197,030 - $208,309
2,599 New
2,599 $214 Million
Q4 2022

Feb 15, 2023
BUY
$67.16 - $79.06 $200,405 - $235,915
2,984 New
2,984 $229 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

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