Smith Anglin Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Smith Anglin Financial, LLC

  • $728 Million
  • Q2 2025

A detailed history of Smith Anglin Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Smith Anglin Financial, LLC holds 123,593 shares of SCHD stock, worth $3.37 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
123,593
Previous 127,663 3.19%
Holding current value
$3.37 Million
Previous $3.52 Million 6.96%
% of portfolio
0.45%
Previous 0.42%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$24.32 - $27.87 $98,982 - $113,430
-4,070 Reduced 3.19%
123,593 $3.28 Million
Q1 2025

Apr 09, 2025
BUY
$27.01 - $28.54 $318,772 - $336,829
11,802 Added 10.19%
127,663 $3.52 Million
Q4 2024

Jan 14, 2025
BUY
$26.93 - $84.95 $2.06 Million - $6.51 Million
76,672 Added 195.65%
115,861 $3.17 Million
Q3 2024

Oct 07, 2024
SELL
$77.02 - $85.06 $289,056 - $319,230
-3,753 Reduced 8.74%
39,189 $3.31 Million
Q2 2024

Jul 10, 2024
SELL
$75.81 - $80.15 $191,420 - $202,378
-2,525 Reduced 5.55%
42,942 $3.34 Million
Q1 2024

Apr 24, 2024
BUY
$75.25 - $80.63 $270,674 - $290,026
3,597 Added 8.59%
45,467 $3.67 Million
Q4 2023

Jan 17, 2024
BUY
$66.9 - $76.32 $3,612 - $4,121
54 Added 0.13%
41,870 $3.19 Million
Q3 2023

Oct 11, 2023
SELL
$70.63 - $75.66 $47,463 - $50,843
-672 Reduced 1.58%
41,816 $2.96 Million
Q2 2023

Jul 10, 2023
BUY
$69.18 - $73.94 $48,564 - $51,905
702 Added 1.68%
42,488 $3.09 Million
Q1 2023

Apr 11, 2023
SELL
$70.28 - $78.03 $27,338 - $30,353
-389 Reduced 0.92%
41,786 $3.06 Million
Q4 2022

Feb 14, 2023
SELL
$67.16 - $79.06 $16,521 - $19,448
-246 Reduced 0.58%
42,175 $3.19 Million
Q3 2022

Oct 24, 2022
BUY
$66.43 - $77.87 $63,241 - $74,132
952 Added 2.3%
42,421 $2.82 Million
Q2 2022

Jul 25, 2022
SELL
$70.31 - $80.24 $42,537 - $48,545
-605 Reduced 1.44%
41,469 $2.97 Million
Q1 2022

May 16, 2022
BUY
$75.14 - $81.94 $1,352 - $1,474
18 Added 0.04%
42,074 $3.32 Million
Q4 2021

Jan 31, 2022
BUY
$74.93 - $80.86 $19,331 - $20,861
258 Added 0.62%
42,056 $3.4 Million
Q3 2021

Oct 20, 2021
BUY
$74.23 - $78.13 $2,969 - $3,125
40 Added 0.1%
41,798 $3.1 Million
Q2 2021

Aug 10, 2021
BUY
$73.32 - $77.65 $14,810 - $15,685
202 Added 0.49%
41,758 $3.16 Million
Q1 2021

Jul 08, 2021
SELL
$63.23 - $73.67 $2,592 - $3,020
-41 Reduced 0.1%
41,556 $3.03 Million
Q4 2020

Jul 08, 2021
BUY
$54.8 - $65.16 $2.28 Million - $2.71 Million
41,597 New
41,597 $2.67 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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