Strategic Financial Partners, Ltd. Schwab Strategic Tr Us Dividen Transaction History

Strategic Financial Partners, Ltd.

  • $215 Million
  • Q3 2025

A detailed history of Strategic Financial Partners, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategic Financial Partners, Ltd. holds 10,181 shares of SCHD stock, worth $277,330. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,181
Previous 10,085 0.95%
Holding current value
$277,330
Previous $267,000 3.75%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 06, 2025
BUY
$26.38 - $27.95 $2,532 - $2,683
96 Added 0.95%
10,181 $277,000
Q2 2025

Aug 06, 2025
BUY
$24.32 - $27.87 $2,407 - $2,759
99 Added 0.99%
10,085 $267,000
Q1 2025

May 06, 2025
BUY
$27.01 - $28.54 $2,403 - $2,540
89 Added 0.9%
9,986 $279,000
Q4 2024

Feb 10, 2025
BUY
$26.93 - $84.95 $178,518 - $563,133
6,629 Added 202.85%
9,897 $270,000
Q3 2024

Oct 28, 2024
BUY
$77.02 - $85.06 $4,852 - $5,358
63 Added 1.97%
3,268 $276,000
Q1 2024

Jul 10, 2024
BUY
$75.25 - $80.63 $1,806 - $1,935
24 Added 0.75%
3,205 $258,000
Q4 2023

Jul 10, 2024
BUY
$66.9 - $76.32 $2,207 - $2,518
33 Added 1.05%
3,181 $242,000
Q3 2023

Jul 10, 2024
BUY
$70.63 - $75.66 $1,977 - $2,118
28 Added 0.9%
3,148 $222,000
Q2 2023

Jul 10, 2024
BUY
$69.18 - $73.94 $2,006 - $2,144
29 Added 0.94%
3,120 $226,000
Q1 2023

Jul 10, 2024
BUY
$70.28 - $78.03 $1,827 - $2,028
26 Added 0.85%
3,091 $226,000
Q4 2022

Jul 10, 2024
BUY
$67.16 - $79.06 $1,880 - $2,213
28 Added 0.92%
3,065 $232,000
Q3 2022

Jul 10, 2024
BUY
$66.43 - $77.87 $1,860 - $2,180
28 Added 0.93%
3,037 $202,000
Q2 2022

Jul 10, 2024
BUY
$70.31 - $80.24 $2,038 - $2,326
29 Added 0.97%
3,009 $216,000
Q1 2022

Jul 10, 2024
BUY
$75.14 - $81.94 $1,427 - $1,556
19 Added 0.64%
2,980 $235,000
Q4 2021

Jul 09, 2024
BUY
$74.93 - $80.86 $1,723 - $1,859
23 Added 0.78%
2,961 $239,000
Q3 2021

Jul 09, 2024
BUY
$74.23 - $78.13 $1,707 - $1,796
23 Added 0.79%
2,938 $218,000
Q2 2021

Jul 09, 2024
BUY
$73.32 - $77.65 $1,539 - $1,630
21 Added 0.73%
2,915 $220,000
Q1 2021

Jul 09, 2024
BUY
$63.23 - $73.67 $182,987 - $213,200
2,894 New
2,894 $211,000

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

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