Optima Capital LLC Schwab Strategic Tr Us Dividen Transaction History

Optima Capital LLC

  • $231 Billion
  • Q4 2025

A detailed history of Optima Capital LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Optima Capital LLC holds 19,093 shares of SCHD stock, worth $520,093. This represents 0.23% of its overall portfolio holdings.

Number of Shares
19,093
Previous 17,275 10.52%
Holding current value
$520,093
Previous $472 Million 11.05%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Jan 23, 2026
BUY
$26.44 - $27.53 $48,067 - $50,049
1,818 Added 10.52%
19,093 $524 Million
Q3 2025

Oct 27, 2025
SELL
$26.38 - $27.95 $123,854 - $131,225
-4,695 Reduced 21.37%
17,275 $472 Million
Q2 2025

Jul 14, 2025
SELL
$24.32 - $27.87 $1.7 Million - $1.94 Million
-69,721 Reduced 76.04%
21,970 $582 Million
Q1 2025

Jun 12, 2025
BUY
$27.01 - $28.54 $376,060 - $397,362
13,923 Added 17.9%
91,691 $2.56 Billion
Q4 2024

Jun 12, 2025
BUY
$26.93 - $84.95 $2.09 Million - $6.61 Million
77,768 New
77,768 $2.12 Billion

Others Institutions Holding SCHD

# of Institutions
2,064
Shares Held
867M
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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