Michels Family Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Michels Family Financial, LLC

  • $128 Billion
  • Q3 2025

A detailed history of Michels Family Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Michels Family Financial, LLC holds 235,153 shares of SCHD stock, worth $6.41 Million. This represents 5.0% of its overall portfolio holdings.

Number of Shares
235,153
Previous 228,501 2.91%
Holding current value
$6.41 Million
Previous $6.06 Billion 6.02%
% of portfolio
5.0%
Previous 5.16%

Shares

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

Nov 10, 2025
BUY
$26.38 - $27.95 $175,479 - $185,923
6,652 Added 2.91%
235,153 $6.42 Billion
Q2 2025

Jul 16, 2025
BUY
$24.32 - $27.87 $40,784 - $46,737
1,677 Added 0.74%
228,501 $6.06 Billion
Q1 2025

May 15, 2025
BUY
$27.01 - $28.54 $158,008 - $166,959
5,850 Added 2.65%
226,824 $6.34 Billion
Q4 2024

Feb 20, 2025
BUY
$26.93 - $84.95 $5.95 Million - $18.8 Million
220,974 New
220,974 $6.04 Billion

Others Institutions Holding SCHD

# of Institutions
2,057
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
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More about SCHD
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