Lynch & Associates Schwab Strategic Tr Us Dividen Transaction History

Lynch & Associates

  • $510 Million
  • Q4 2025

A detailed history of Lynch & Associates transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lynch & Associates holds 162,740 shares of SCHD stock, worth $4.43 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
162,740
Previous 164,581 1.12%
Holding current value
$4.43 Million
Previous $4.49 Million 1.34%
% of portfolio
0.87%
Previous 0.88%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$26.44 - $27.53 $48,676 - $50,682
-1,841 Reduced 1.12%
162,740 $4.43 Million
Q3 2025

Oct 07, 2025
BUY
$26.38 - $27.95 $236,575 - $250,655
8,968 Added 5.76%
164,581 $4.49 Million
Q2 2025

Jul 15, 2025
BUY
$24.32 - $27.87 $124,737 - $142,945
5,129 Added 3.41%
155,613 $4.12 Million
Q1 2025

Apr 17, 2025
BUY
$27.01 - $28.54 $227,451 - $240,335
8,421 Added 5.93%
150,484 $4.15 Million
Q4 2024

Jan 10, 2025
BUY
$26.93 - $84.95 $2.65 Million - $8.36 Million
98,381 Added 225.22%
142,063 $3.88 Million
Q3 2024

Oct 15, 2024
BUY
$77.02 - $85.06 $463,121 - $511,465
6,013 Added 15.96%
43,682 $3.69 Million
Q2 2024

Aug 06, 2024
BUY
$75.81 - $80.15 $252,068 - $266,498
3,325 Added 9.68%
37,669 $2.93 Million
Q1 2024

Apr 09, 2024
BUY
$75.25 - $80.63 $797,123 - $854,113
10,593 Added 44.6%
34,344 $2.77 Million
Q4 2023

Jan 08, 2024
BUY
$66.9 - $76.32 $755,167 - $861,500
11,288 Added 90.57%
23,751 $1.81 Million
Q3 2023

Oct 24, 2023
BUY
$70.63 - $75.66 $880,261 - $942,950
12,463 New
12,463 $881,000

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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