La Salle St. Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

La Salle St. Investment Advisors, LLC

$558 Million
Q3 2025

A detailed history of La Salle St. Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, La Salle St. Investment Advisors, LLC holds 249,640 shares of SCHD stock, worth $6.8 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

249,640

Previous 12,867 1840.16%

Holding current value

$6.8 Million

Previous $341,000 1898.53%

% of portfolio

1.22%

Previous 0.09%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$26.38 - $27.95 $6.25 Million - $6.62 Million	236,773 Added 1840.16%	249,640 $6.82 Million
Q2 2025 Aug 14, 2025	SELL	$24.32 - $27.87 $3.45 Million - $3.95 Million	-141,752 Reduced 91.68%	12,867 $341,000
Q1 2025 May 12, 2025	BUY	$27.01 - $28.54 $3.87 Million - $4.09 Million	143,191 Added 1252.98%	154,619 $4.32 Million
Q4 2024 Feb 13, 2025	BUY	$26.93 - $84.95 $208,734 - $658,447	7,751 Added 210.8%	11,428 $312,000
Q3 2024 Nov 14, 2024	BUY	$77.02 - $85.06 $36,584 - $40,403	475 Added 14.83%	3,677 $310,000

Q2 2024 Aug 12, 2024	SELL	$75.81 - $80.15 $81,116 - $85,760	-1,070 Reduced 25.05%	3,202 $249,000
Q1 2024 May 13, 2024	SELL	$75.25 - $80.63 $64,113 - $68,696	-852 Reduced 16.63%	4,272 $344,000
Q4 2023 Feb 13, 2024	SELL	$66.9 - $76.32 $2.53 Million - $2.88 Million	-37,769 Reduced 88.05%	5,124 $3.9 Million
Q3 2023 Nov 14, 2023	SELL	$70.63 - $75.66 $1.03 Million - $1.1 Million	-14,550 Reduced 25.33%	42,893 $3.04 Million
Q2 2023 Aug 11, 2023	BUY	$69.18 - $73.94 $1.02 Million - $1.1 Million	14,810 Added 34.74%	57,443 $4.17 Million
Q1 2023 May 12, 2023	BUY	$70.28 - $78.03 $241,833 - $268,501	3,441 Added 8.78%	42,633 $3.12 Million
Q4 2022 Feb 17, 2023	BUY	$67.16 - $79.06 $2.63 Million - $3.1 Million	39,192 New	39,192 $2.96 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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La Salle St. Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History