Silver Lake Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History

Silver Lake Advisory, LLC

  • $251 Million
  • Q3 2025

A detailed history of Silver Lake Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Silver Lake Advisory, LLC holds 14,829 shares of SCHD stock, worth $403,941. This represents 0.16% of its overall portfolio holdings.

Number of Shares
14,829
Previous 14,693 0.93%
Holding current value
$403,941
Previous $389,000 3.86%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Oct 14, 2025
BUY
$26.38 - $27.95 $3,587 - $3,801
136 Added 0.93%
14,829 $404,000
Q2 2025

Jul 21, 2025
BUY
$24.32 - $27.87 $3,356 - $3,846
138 Added 0.95%
14,693 $389,000
Q1 2025

Apr 23, 2025
BUY
$27.01 - $28.54 $5,888 - $6,221
218 Added 1.52%
14,555 $406,000
Q4 2024

Jan 21, 2025
BUY
$26.93 - $84.95 $258,474 - $815,350
9,598 Added 202.53%
14,337 $391,000
Q3 2024

Nov 08, 2024
SELL
$77.02 - $85.06 $19,563 - $21,605
-254 Reduced 5.09%
4,739 $400,000
Q2 2024

Aug 15, 2024
SELL
$75.81 - $80.15 $671,145 - $709,567
-8,853 Reduced 63.94%
4,993 $388,000
Q2 2024

Jul 18, 2024
BUY
$75.81 - $80.15 $697,148 - $737,059
9,196 Added 197.76%
13,846 $1.08 Million
Q1 2024

Apr 23, 2024
BUY
$75.25 - $80.63 $349,912 - $374,929
4,650 New
4,650 $374,000
Q2 2023

Jul 24, 2023
SELL
$69.18 - $73.94 $48,010 - $51,314
-694 Reduced 13.01%
4,639 $336,000
Q1 2023

Apr 25, 2023
BUY
$70.28 - $78.03 $374,803 - $416,133
5,333 New
5,333 $390,000
Q3 2022

Oct 20, 2022
BUY
$66.43 - $77.87 $2,922 - $3,426
44 Added 0.83%
5,356 $356,000
Q2 2022

Jul 28, 2022
BUY
$70.31 - $80.24 $3,093 - $3,530
44 Added 0.84%
5,312 $381,000
Q1 2022

May 02, 2022
SELL
$75.14 - $81.94 $11,872 - $12,946
-158 Reduced 2.91%
5,268 $416,000
Q4 2021

Jan 13, 2022
BUY
$74.93 - $80.86 $2,772 - $2,991
37 Added 0.69%
5,426 $439,000
Q3 2021

Oct 28, 2021
BUY
$74.23 - $78.13 $2,523 - $2,656
34 Added 0.63%
5,389 $400,000
Q2 2021

Aug 04, 2021
SELL
$73.32 - $77.65 $30,941 - $32,768
-422 Reduced 7.3%
5,355 $412,000
Q1 2021

Apr 27, 2021
SELL
$63.23 - $73.67 $23,331 - $27,184
-369 Reduced 6.0%
5,777 $421,000
Q4 2020

Feb 04, 2021
BUY
$54.8 - $65.16 $333,293 - $396,303
6,082 Added 9503.13%
6,146 $394,000
Q4 2020

Feb 03, 2021
SELL
$54.8 - $65.16 $338,609 - $402,623
-6,179 Reduced 98.97%
64 $394,000
Q3 2020

Nov 04, 2020
SELL
$50.37 - $58.54 $100 - $117
-2 Reduced 0.03%
6,243 $345,000
Q2 2020

Jul 28, 2020
BUY
$43.56 - $56.5 $2,831 - $3,672
65 Added 1.05%
6,245 $323,000
Q1 2020

Apr 22, 2020
BUY
$39.5 - $59.28 $135,366 - $203,152
3,427 Added 124.48%
6,180 $278,000
Q1 2020

Apr 21, 2020
SELL
$39.5 - $59.28 $156,973 - $235,578
-3,974 Reduced 59.08%
2,753 $305,000
Q4 2019

Feb 14, 2020
SELL
$52.87 - $58.15 $749,749 - $824,625
-14,181 Reduced 67.83%
6,727 $390,000
Q3 2019

Oct 21, 2019
SELL
$54.39 - $55.76 $21,375 - $21,913
-393 Reduced 1.84%
20,908 $1.15 Million
Q2 2019

Aug 01, 2019
BUY
N/A
793 Added 3.87%
21,301 $1.13 Million
Q1 2019

Apr 18, 2019
SELL
N/A
-1,051,654 Reduced 98.09%
20,508 $1.07 Million
Q1 2019

Apr 17, 2019
BUY
N/A
1,051,150 Added 5002.62%
1,072,162 $1.07 Million
Q4 2018

Feb 05, 2019
BUY
N/A
800 Added 3.96%
21,012 $987,000
Q3 2018

Oct 16, 2018
BUY
N/A
1,525 Added 8.16%
20,212 $1.07 Million
Q3 2018

Oct 15, 2018
BUY
N/A
733 Added 4.08%
18,687 $875,000
Q2 2018

Jul 16, 2018
SELL
N/A
-77 Reduced 0.43%
17,954 $810,000
Q1 2018

Apr 17, 2018
SELL
N/A
-1,014 Reduced 5.32%
18,031 $884,000
Q4 2017

Jan 31, 2018
BUY
N/A
358 Added 1.92%
19,045 $975,000
Q3 2017

Oct 17, 2017
BUY
N/A
18,687
18,687 $875,000

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

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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