New England Capital Financial Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

New England Capital Financial Advisors LLC

  • $235 Billion
  • Q3 2025

A detailed history of New England Capital Financial Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, New England Capital Financial Advisors LLC holds 638 shares of SCHD stock, worth $17,379. This represents 0.01% of its overall portfolio holdings.

Number of Shares
638
Previous 638 -0.0%
Holding current value
$17,379
Previous $16.9 Million 3.02%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$24.32 - $27.87 $924 - $1,059
38 Added 6.33%
638 $16.9 Million
Q4 2024

Feb 03, 2025
BUY
$26.93 - $84.95 $10,772 - $33,980
400 Added 200.0%
600 $16.4 Million
Q2 2023

Aug 02, 2023
SELL
$69.18 - $73.94 $9,200 - $9,834
-133 Reduced 39.94%
200 $14.5 Million
Q4 2022

Feb 03, 2023
BUY
$67.16 - $79.06 $22,364 - $26,326
333 New
333 $25.3 Million

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

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