Silver Oak Wealth Advisors Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Silver Oak Wealth Advisors Services, LLC

  • $152 Billion
  • Q3 2025

A detailed history of Silver Oak Wealth Advisors Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Silver Oak Wealth Advisors Services, LLC holds 7,937 shares of SCHD stock, worth $216,203. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,937
Previous 8,270 4.03%
Holding current value
$216,203
Previous $219 Million 1.13%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Oct 23, 2025
SELL
$26.38 - $27.95 $8,784 - $9,307
-333 Reduced 4.03%
7,937 $217 Million
Q4 2024

Mar 13, 2025
BUY
$26.93 - $84.95 $222,711 - $702,536
8,270 New
8,270 $226 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

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