Seven Bridge Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Seven Bridge Financial Group, LLC

  • $556 Million
  • Q3 2025

A detailed history of Seven Bridge Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Seven Bridge Financial Group, LLC holds 277,708 shares of SCHD stock, worth $7.56 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
277,708
Previous 322,743 13.95%
Holding current value
$7.56 Million
Previous $8.55 Million 11.35%
% of portfolio
1.36%
Previous 1.65%

Shares

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

Nov 13, 2025
SELL
$26.38 - $27.95 $1.19 Million - $1.26 Million
-45,035 Reduced 13.95%
277,708 $7.58 Million
Q2 2025

Sep 04, 2025
SELL
$24.32 - $27.87 $574,438 - $658,289
-23,620 Reduced 6.82%
322,743 $8.55 Million
Q1 2025

May 13, 2025
SELL
$27.01 - $28.54 $2.28 Million - $2.41 Million
-84,271 Reduced 19.57%
346,363 $9.68 Million
Q4 2024

Feb 12, 2025
SELL
$26.93 - $84.95 $45,915 - $144,839
-1,705 Reduced 0.39%
430,634 $11.8 Million
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $22.1 Million - $24.4 Million
286,837 Added 197.14%
432,339 $36.5 Million
Q2 2024

Aug 09, 2024
BUY
$75.81 - $80.15 $233,949 - $247,342
3,086 Added 2.17%
145,502 $11.3 Million
Q1 2024

May 10, 2024
BUY
$75.25 - $80.63 $66,144 - $70,873
879 Added 0.62%
142,416 $11.5 Million
Q4 2023

Jan 22, 2024
BUY
$66.9 - $76.32 $1.01 Million - $1.15 Million
15,122 Added 11.96%
141,537 $10.8 Million
Q3 2023

Oct 25, 2023
BUY
$70.63 - $75.66 $188,158 - $201,558
2,664 Added 2.15%
126,415 $8.95 Million
Q2 2023

Jul 26, 2023
BUY
$69.18 - $73.94 $753,231 - $805,058
10,888 Added 9.65%
123,751 $8.99 Million
Q1 2023

Apr 20, 2023
BUY
$70.28 - $78.03 $337,484 - $374,700
4,802 Added 4.44%
112,863 $8.26 Million
Q4 2022

Jan 26, 2023
BUY
$67.16 - $79.06 $660,518 - $777,555
9,835 Added 10.01%
108,061 $0
Q3 2022

Oct 17, 2022
BUY
$66.43 - $77.87 $244,196 - $286,250
3,676 Added 3.89%
98,226 $6.53 Million
Q2 2022

Jul 12, 2022
BUY
$70.31 - $80.24 $348,315 - $397,508
4,954 Added 5.53%
94,550 $6.77 Million
Q1 2022

Apr 15, 2022
SELL
$75.14 - $81.94 $1.09 Million - $1.19 Million
-14,553 Reduced 13.97%
89,596 $7.07 Million
Q4 2021

Jan 20, 2022
BUY
$74.93 - $80.86 $7.8 Million - $8.42 Million
104,149 New
104,149 $8.42 Million
Q4 2021

Jan 20, 2022
SELL
$74.93 - $80.86 $8.06 Million - $8.7 Million
-107,564 Closed
0 $0
Q3 2021

Oct 14, 2021
BUY
$74.23 - $78.13 $89,298 - $93,990
1,203 Added 1.13%
107,564 $7.99 Million
Q2 2021

Jul 26, 2021
BUY
$73.32 - $77.65 $413,818 - $438,256
5,644 Added 5.6%
106,361 $8.04 Million
Q1 2021

Apr 20, 2021
BUY
$63.23 - $73.67 $85,803 - $99,970
1,357 Added 1.37%
100,717 $7.34 Million
Q4 2020

Jan 19, 2021
BUY
$54.8 - $65.16 $160,728 - $191,114
2,933 Added 3.04%
99,360 $6.37 Million
Q3 2020

Oct 22, 2020
BUY
$50.37 - $58.54 $171,812 - $199,679
3,411 Added 3.67%
96,427 $5.33 Million
Q2 2020

Jul 24, 2020
BUY
$43.56 - $56.5 $177,289 - $229,955
4,070 Added 4.58%
93,016 $4.81 Million
Q1 2020

Apr 16, 2020
BUY
$39.5 - $59.28 $448,404 - $672,946
11,352 Added 14.63%
88,946 $4 Million
Q4 2019

Jan 17, 2020
SELL
$52.87 - $58.15 $39,546 - $43,496
-748 Reduced 0.95%
77,594 $4.49 Million
Q3 2019

Oct 09, 2019
BUY
$54.39 - $55.76 $20,885 - $21,411
384 Added 0.49%
78,342 $4.29 Million
Q2 2019

Jul 15, 2019
BUY
N/A
10,359 Added 15.32%
77,958 $4.14 Million
Q1 2019

May 14, 2019
BUY
N/A
795 Added 1.19%
67,599 $3.53 Million
Q4 2018

Feb 14, 2019
BUY
N/A
5,563 Added 9.08%
66,804 $3.14 Million
Q3 2018

Nov 14, 2018
BUY
N/A
10,055 Added 19.64%
61,241 $3.25 Million
Q2 2018

Aug 14, 2018
BUY
N/A
1,964 Added 3.99%
51,186 $2.52 Million
Q1 2018

May 11, 2018
BUY
N/A
204 Added 0.42%
49,222 $2.41 Million
Q4 2017

Feb 20, 2018
BUY
N/A
489 Added 1.01%
49,018 $2.51 Million
Q3 2017

Nov 13, 2017
BUY
N/A
217 Added 0.45%
48,529 $2.27 Million
Q2 2017

Aug 14, 2017
BUY
N/A
48,312
48,312 $2.18 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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