Roxbury Financial LLC Schwab Strategic Tr Us Dividen Transaction History

Roxbury Financial LLC

  • $111 Billion
  • Q4 2025

A detailed history of Roxbury Financial LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Roxbury Financial LLC holds 1,991 shares of SCHD stock, worth $54,234. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,991
Previous 1,981 0.5%
Holding current value
$54,234
Previous $54.1 Million 0.97%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 05, 2026
BUY
$26.44 - $27.53 $264 - $275
10 Added 0.5%
1,991 $54.6 Million
Q3 2025

Oct 01, 2025
BUY
$26.38 - $27.95 $237 - $251
9 Added 0.46%
1,981 $54.1 Million
Q2 2025

Jul 07, 2025
BUY
$24.32 - $27.87 $899 - $1,031
37 Added 1.91%
1,972 $52.3 Million
Q1 2025

Apr 09, 2025
BUY
$27.01 - $28.54 $486 - $513
18 Added 0.94%
1,935 $55.2 Million
Q4 2024

Jan 30, 2025
BUY
$26.93 - $84.95 $51,624 - $162,849
1,917 New
1,917 $56.6 Million

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
869M
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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