Samalin Investment Counsel, LLC Schwab Strategic Tr Us Dividen Transaction History

Samalin Investment Counsel, LLC

$274 Million
Q3 2025

A detailed history of Samalin Investment Counsel, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 10,099 shares of SCHD stock, worth $275,096. This represents 0.1% of its overall portfolio holdings.

Number of Shares

10,099

Previous 10,191 0.9%

Holding current value

$275,096

Previous $270,000 1.85%

% of portfolio

0.1%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$26.38 - $27.95 $2,426 - $2,571	-92 Reduced 0.9%	10,099 $275,000
Q2 2025 Aug 07, 2025	BUY	$24.32 - $27.87 $2,359 - $2,703	97 Added 0.96%	10,191 $270,000
Q1 2025 May 14, 2025	BUY	$27.01 - $28.54 $2,349 - $2,482	87 Added 0.87%	10,094 $282,000
Q4 2024 Feb 11, 2025	BUY	$26.93 - $84.95 $180,457 - $569,249	6,701 Added 202.69%	10,007 $273,000
Q3 2024 Nov 13, 2024	BUY	$77.02 - $85.06 $12,477 - $13,779	162 Added 5.15%	3,306 $279,000

Q2 2024 Aug 13, 2024	SELL	$75.81 - $80.15 $75 - $80	-1 Reduced 0.03%	3,144 $244,000
Q1 2024 May 13, 2024	BUY	$75.25 - $80.63 $1,806 - $1,935	24 Added 0.77%	3,145 $253,000
Q4 2023 Feb 14, 2024	SELL	$66.9 - $76.32 $10,704 - $12,211	-160 Reduced 4.88%	3,121 $237,000
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $36,727 - $39,343	520 Added 18.83%	3,281 $232,000
Q2 2023 Aug 03, 2023	BUY	$69.18 - $73.94 $191,005 - $204,148	2,761 New	2,761 $200,000
Q2 2022 Aug 15, 2022	SELL	$70.31 - $80.24 $13,358 - $15,245	-190 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$75.14 - $81.94 $14,276 - $15,568	190 New	190 $15 Million

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

866M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Samalin Investment Counsel, LLC Schwab Strategic Tr Us Dividen Transaction History