Lane & Associates LLC Schwab Strategic Tr Us Dividen Transaction History

Lane & Associates LLC

  • $184 Million
  • Q1 2025

A detailed history of Lane & Associates LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lane & Associates LLC holds 21,875 shares of SCHD stock, worth $595,875. This represents 0.33% of its overall portfolio holdings.

Number of Shares
21,875
Previous 15,143 44.46%
Holding current value
$595,875
Previous $413,000 47.94%
% of portfolio
0.33%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$27.01 - $28.54 $181,831 - $192,131
6,732 Added 44.46%
21,875 $611,000
Q4 2024

Feb 03, 2025
BUY
$26.93 - $84.95 $407,800 - $1.29 Million
15,143 New
15,143 $413,000

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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