Penney Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Penney Financial, LLC

$223 Billion
Q3 2025

A detailed history of Penney Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Penney Financial, LLC holds 306,235 shares of SCHD stock, worth $8.34 Million. This represents 3.74% of its overall portfolio holdings.

Number of Shares

306,235

Previous 296,404 3.32%

Holding current value

$8.34 Million

Previous $7.85 Billion 6.44%

% of portfolio

3.74%

Previous 3.99%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$26.38 - $27.95 $259,341 - $274,776	9,831 Added 3.32%	306,235 $8.36 Billion
Q2 2025 Jul 23, 2025	BUY	$24.32 - $27.87 $88,938 - $101,920	3,657 Added 1.25%	296,404 $7.85 Billion
Q1 2025 May 02, 2025	BUY	$27.01 - $28.54 $378,815 - $400,273	14,025 Added 5.03%	292,747 $8.19 Billion
Q4 2024 Jan 23, 2025	BUY	$26.93 - $84.95 $5.08 Million - $16 Million	188,546 Added 209.09%	278,722 $7.61 Billion
Q3 2024 Dec 31, 2024	BUY	$77.02 - $85.06 $474,058 - $523,544	6,155 Added 7.33%	90,176 $7.62 Billion

Q2 2024 Dec 31, 2024	BUY	$75.81 - $80.15 $393,226 - $415,738	5,187 Added 6.58%	84,021 $6.53 Billion
Q1 2024 Dec 31, 2024	BUY	$75.25 - $80.63 $424,786 - $455,156	5,645 Added 7.71%	78,834 $6.36 Billion
Q4 2023 Dec 26, 2024	BUY	$66.9 - $76.32 $4.9 Million - $5.59 Million	73,189 New	73,189 $5.57 Billion

Others Institutions Holding SCHD

# of Institutions

2,056

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Penney Financial, LLC Schwab Strategic Tr Us Dividen Transaction History