Pensionmark Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Pensionmark Financial Group, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 341,675 shares of SCHD stock, worth $9.31 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
341,675
Previous 287,189 18.97%
Holding current value
$9.31 Million
Previous $7.61 Million 22.56%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Oct 15, 2025
BUY
$26.38 - $27.95 $1.44 Million - $1.52 Million
54,486 Added 18.97%
341,675 $9.33 Million
Q2 2025

Aug 04, 2025
BUY
$24.32 - $27.87 $1.18 Million - $1.35 Million
48,437 Added 20.29%
287,189 $7.61 Million
Q1 2025

Apr 29, 2025
BUY
$27.01 - $28.54 $325,227 - $343,650
12,041 Added 5.31%
238,752 $6.68 Million
Q4 2024

Feb 12, 2025
BUY
$26.93 - $84.95 $4.16 Million - $13.1 Million
154,524 Added 214.06%
226,711 $6.19 Million
Q3 2024

Nov 25, 2024
SELL
$77.02 - $85.06 $2.49 Million - $2.75 Million
-32,286 Reduced 30.9%
72,187 $6.1 Million
Q3 2024

Nov 14, 2024
BUY
$77.02 - $85.06 $2.84 Million - $3.14 Million
36,866 Added 54.53%
104,473 $8.83 Million
Q2 2024

Aug 14, 2024
BUY
$75.81 - $80.15 $5.13 Million - $5.42 Million
67,607 New
67,607 $5.26 Million
Q4 2023

Feb 14, 2024
SELL
$66.9 - $76.32 $5.62 Million - $6.41 Million
-83,997 Reduced 80.54%
20,298 $1.55 Million
Q3 2023

Nov 14, 2023
SELL
$70.63 - $75.66 $198,187 - $212,301
-2,806 Reduced 2.62%
104,295 $7.38 Million
Q2 2023

Aug 14, 2023
BUY
$69.18 - $73.94 $1.86 Million - $1.99 Million
26,904 Added 33.55%
107,101 $7.78 Million
Q1 2023

May 15, 2023
BUY
$70.28 - $78.03 $839,635 - $932,224
11,947 Added 17.5%
80,197 $5.87 Million
Q4 2022

Feb 14, 2023
SELL
$67.16 - $79.06 $41,975 - $49,412
-625 Reduced 0.91%
68,250 $5.16 Million
Q3 2022

Nov 14, 2022
BUY
$66.43 - $77.87 $268,244 - $314,439
4,038 Added 6.23%
68,875 $4.58 Million
Q2 2022

Aug 09, 2022
BUY
$70.31 - $80.24 $2.32 Million - $2.65 Million
33,040 Added 103.91%
64,837 $4.84 Million
Q1 2022

May 12, 2022
BUY
$75.14 - $81.94 $313,559 - $341,935
4,173 Added 15.11%
31,797 $2.51 Million
Q4 2021

Feb 11, 2022
BUY
$74.93 - $80.86 $158,851 - $171,423
2,120 Added 8.31%
27,624 $2.17 Million
Q3 2021

Nov 12, 2021
BUY
$74.23 - $78.13 $154,324 - $162,432
2,079 Added 8.88%
25,504 $1.89 Million
Q2 2021

Aug 12, 2021
BUY
$73.32 - $77.65 $45,018 - $47,677
614 Added 2.69%
23,425 $1.77 Million
Q1 2021

May 17, 2021
BUY
$63.23 - $73.67 $119,567 - $139,309
1,891 Added 9.04%
22,811 $1.75 Million
Q4 2020

Feb 16, 2021
BUY
$54.8 - $65.16 $242,599 - $288,463
4,427 Added 26.84%
20,920 $1.4 Million
Q3 2020

Nov 13, 2020
BUY
$50.37 - $58.54 $134,034 - $155,774
2,661 Added 19.24%
16,493 $912,000
Q2 2020

Aug 14, 2020
BUY
$43.56 - $56.5 $602,521 - $781,508
13,832 New
13,832 $797,000
Q1 2020

Apr 23, 2020
SELL
$39.5 - $59.28 $161,357 - $242,158
-4,085 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$52.87 - $58.15 $215,973 - $237,542
4,085 New
4,085 $237,000

Others Institutions Holding SCHD

# of Institutions
2,060
Shares Held
865M
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
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More about SCHD
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