Sterling Investment Advisors, Ltd. Schwab Strategic Tr Us Dividen Transaction History

Sterling Investment Advisors, Ltd.

  • $457 Million
  • Q3 2025

A detailed history of Sterling Investment Advisors, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 14,476 shares of SCHD stock, worth $394,326. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,476
Previous 14,474 0.01%
Holding current value
$394,326
Previous $383,000 3.13%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 28, 2025
BUY
$26.38 - $27.95 $52 - $55
2 Added 0.01%
14,476 $395,000
Q2 2025

Jul 17, 2025
BUY
$24.32 - $27.87 $48 - $55
2 Added 0.01%
14,474 $383,000
Q1 2025

May 07, 2025
BUY
$27.01 - $28.54 $390,888 - $413,030
14,472 New
14,472 $404,000
Q2 2022

Aug 05, 2022
BUY
$70.31 - $80.24 $3,726 - $4,252
53 Added 25.24%
263 $19,000
Q3 2021

Nov 09, 2021
BUY
$74.23 - $78.13 $15,588 - $16,407
210 New
210 $16,000

Others Institutions Holding SCHD

# of Institutions
2,063
Shares Held
866M
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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