Private Client Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Private Client Services, LLC

$299 Billion
Q3 2025

A detailed history of Private Client Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Client Services, LLC holds 16,449 shares of SCHD stock, worth $448,070. This represents 0.15% of its overall portfolio holdings.

Number of Shares

16,449

Previous 16,222 1.4%

Holding current value

$448,070

Previous $430 Million 4.46%

% of portfolio

0.15%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$26.38 - $27.95 $5,988 - $6,344	227 Added 1.4%	16,449 $449 Million
Q2 2025 Jul 01, 2025	SELL	$24.32 - $27.87 $15,929 - $18,254	-655 Reduced 3.88%	16,222 $430 Million
Q1 2025 Apr 08, 2025	BUY	$27.01 - $28.54 $972 - $1,027	36 Added 0.21%	16,877 $472 Million
Q4 2024 Jan 08, 2025	BUY	$26.93 - $84.95 $298,330 - $941,076	11,078 Added 192.23%	16,841 $460 Million
Q3 2024 Oct 03, 2024	BUY	$77.02 - $85.06 $20,487 - $22,625	266 Added 4.84%	5,763 $487 Million

Q1 2024 May 10, 2024	SELL	$75.25 - $80.63 $14,297 - $15,319	-190 Reduced 3.34%	5,497 $443 Million
Q4 2023 Jan 30, 2024	BUY	$66.9 - $76.32 $380,460 - $434,031	5,687 New	5,687 $433 Million

Others Institutions Holding SCHD

# of Institutions

2,055

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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Private Client Services, LLC Schwab Strategic Tr Us Dividen Transaction History