Lgt Financial Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Lgt Financial Advisors LLC

  • $46.4 Billion
  • Q3 2025

A detailed history of Lgt Financial Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 11,431 shares of SCHD stock, worth $311,380. This represents 0.67% of its overall portfolio holdings.

Number of Shares
11,431
Previous 3,072 272.1%
Holding current value
$311,380
Previous $81.4 Million 283.31%
% of portfolio
0.67%
Previous 0.21%

Shares

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

Nov 17, 2025
BUY
$26.38 - $27.95 $220,510 - $233,634
8,359 Added 272.1%
11,431 $312 Million
Q2 2025

Jul 30, 2025
SELL
$24.32 - $27.87 $30,424 - $34,865
-1,251 Reduced 28.94%
3,072 $81.4 Million
Q1 2025

May 08, 2025
SELL
$27.01 - $28.54 $42,702 - $45,121
-1,581 Reduced 26.78%
4,323 $121 Million
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $102,657 - $323,829
3,812 Added 182.22%
5,904 $161 Million
Q3 2024

Oct 31, 2024
SELL
$77.02 - $85.06 $173,911 - $192,065
-2,258 Reduced 51.91%
2,092 $177 Million
Q2 2024

Aug 05, 2024
SELL
$75.81 - $80.15 $25,851 - $27,331
-341 Reduced 7.27%
4,350 $338 Million
Q1 2024

May 02, 2024
SELL
$75.25 - $80.63 $95,341 - $102,158
-1,267 Reduced 21.27%
4,691 $378 Million
Q4 2023

Feb 12, 2024
SELL
$66.9 - $76.32 $12,577 - $14,348
-188 Reduced 3.06%
5,958 $454 Million
Q3 2023

Nov 01, 2023
SELL
$70.63 - $75.66 $123,885 - $132,707
-1,754 Reduced 22.2%
6,146 $435 Million
Q2 2023

Aug 14, 2023
BUY
$69.18 - $73.94 $546,522 - $584,126
7,900 New
7,900 $574 Million
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $2.35 Million - $2.77 Million
35,040 New
35,040 $2.65 Billion

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
873M
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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