Stonehearth Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Stonehearth Capital Management, LLC

$240 Million
Q3 2025

A detailed history of Stonehearth Capital Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stonehearth Capital Management, LLC holds 616,416 shares of SCHD stock, worth $16.8 Million. This represents 7.0% of its overall portfolio holdings.

Number of Shares

616,416

Previous 557,803 10.51%

Holding current value

$16.8 Million

Previous $14.7 Million 14.32%

% of portfolio

7.0%

Previous 6.57%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$26.38 - $27.95 $1.55 Million - $1.64 Million	58,613 Added 10.51%	616,416 $16.8 Million
Q2 2025 Jul 01, 2025	SELL	$24.32 - $27.87 $1.85 Million - $2.12 Million	-76,182 Reduced 12.02%	557,803 $14.7 Million
Q1 2025 Apr 01, 2025	BUY	$27.01 - $28.54 $638,246 - $674,400	23,630 Added 3.87%	633,985 $17.5 Million
Q4 2024 Jan 07, 2025	BUY	$26.93 - $84.95 $11.1 Million - $35.1 Million	412,792 Added 208.94%	610,355 $16.7 Million
Q3 2024 Oct 02, 2024	BUY	$77.02 - $85.06 $8.2 Million - $9.05 Million	106,404 Added 116.72%	197,563 $16.7 Million

Q2 2024 Jul 05, 2024	BUY	$75.81 - $80.15 $6.91 Million - $7.31 Million	91,159 New	91,159 $7.09 Million

Others Institutions Holding SCHD

# of Institutions

2,056

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Stonehearth Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History