Midland Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Midland Wealth Advisors LLC

$1.92 Trillion
Q4 2025

A detailed history of Midland Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 12,094 shares of SCHD stock, worth $329,440. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,094

Previous 16,635 27.3%

Holding current value

$329,440

Previous $454 Million 26.95%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	SELL	$26.44 - $27.53 $120,064 - $125,013	-4,541 Reduced 27.3%	12,094 $332 Million
Q3 2025 Nov 07, 2025	BUY	$26.38 - $27.95 $50,728 - $53,747	1,923 Added 13.07%	16,635 $454 Million
Q2 2025 Aug 07, 2025	SELL	$24.32 - $27.87 $86,822 - $99,495	-3,570 Reduced 19.53%	14,712 $390 Million
Q1 2025 Apr 14, 2025	SELL	$27.01 - $28.54 $12,262 - $12,957	-454 Reduced 2.42%	18,282 $511 Million
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $335,413 - $1.06 Million	12,455 Added 198.3%	18,736 $512 Million

Q3 2024 Oct 23, 2024	SELL	$77.02 - $85.06 $104,593 - $115,511	-1,358 Reduced 17.78%	6,281 $531 Million
Q2 2024 Aug 01, 2024	BUY	$75.81 - $80.15 $121,902 - $128,881	1,608 Added 26.66%	7,639 $594 Million
Q1 2024 May 13, 2024	BUY	$75.25 - $80.63 $453,832 - $486,279	6,031 New	6,031 $486 Million

Others Institutions Holding SCHD

# of Institutions

2,065

Shares Held

866M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Midland Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Midland Wealth Advisors LLC with notifications on news.

Account

Midland Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History