Scott Capital Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Scott Capital Advisors, LLC

$438 Million
Q3 2025

A detailed history of Scott Capital Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Scott Capital Advisors, LLC holds 1,883,413 shares of SCHD stock, worth $51.3 Million. This represents 11.74% of its overall portfolio holdings.

Number of Shares

1,883,413

Previous 1,817,992 3.6%

Holding current value

$51.3 Million

Previous $48.2 Million 6.73%

% of portfolio

11.74%

Previous 13.21%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$26.38 - $27.95 $1.73 Million - $1.83 Million	65,421 Added 3.6%	1,883,413 $51.4 Million
Q2 2025 Jul 11, 2025	BUY	$24.32 - $27.87 $2.15 Million - $2.46 Million	88,368 Added 5.11%	1,817,992 $48.2 Million
Q1 2025 Apr 16, 2025	BUY	$27.01 - $28.54 $1.17 Million - $1.24 Million	43,390 Added 2.57%	1,729,624 $47.7 Million
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $30.4 Million - $96 Million	1,130,210 Added 203.27%	1,686,234 $46.1 Million
Q3 2024 Oct 09, 2024	BUY	$77.02 - $85.06 $2.84 Million - $3.14 Million	36,918 Added 7.11%	556,024 $47 Million

Q2 2024 Jul 12, 2024	BUY	$75.81 - $80.15 $595,639 - $629,738	7,857 Added 1.54%	519,106 $40.4 Million
Q1 2024 Apr 17, 2024	BUY	$75.25 - $80.63 $1.17 Million - $1.26 Million	15,608 Added 3.15%	511,249 $41.2 Million
Q4 2023 Jan 10, 2024	SELL	$66.9 - $76.32 $136,275 - $155,463	-2,037 Reduced 0.41%	495,641 $37.7 Million
Q3 2023 Oct 19, 2023	BUY	$70.63 - $75.66 $3.19 Million - $3.42 Million	45,148 Added 9.98%	497,678 $35.2 Million
Q2 2023 Jul 11, 2023	BUY	$69.18 - $73.94 $1.48 Million - $1.58 Million	21,378 Added 4.96%	452,530 $32.9 Million
Q1 2023 Apr 12, 2023	BUY	$70.28 - $78.03 $548,957 - $609,492	7,811 Added 1.85%	431,152 $31.5 Million
Q4 2022 Jan 18, 2023	BUY	$67.16 - $79.06 $1.08 Million - $1.27 Million	16,056 Added 3.94%	423,341 $0
Q3 2022 Oct 14, 2022	BUY	$66.43 - $77.87 $1.27 Million - $1.49 Million	19,132 Added 4.93%	407,285 $27.1 Million
Q2 2022 Jul 13, 2022	BUY	$70.31 - $80.24 $787,401 - $898,607	11,199 Added 2.97%	388,153 $27.8 Million
Q1 2022 Apr 25, 2022	BUY	$75.14 - $81.94 $4.13 Million - $4.5 Million	54,918 Added 17.05%	376,954 $29.7 Million
Q4 2021 Jan 26, 2022	BUY	$74.93 - $80.86 $24.1 Million - $26 Million	322,036 New	322,036 $26 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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Scott Capital Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History