Transamerica Financial Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Transamerica Financial Advisors, Inc.

$982 Million
Q3 2025

A detailed history of Transamerica Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 55 shares of SCHD stock, worth $1,498. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 21 161.9%

Holding current value

$1,498

Previous $0 Infinity%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$26.38 - $27.95 $896 - $950	34 Added 161.9%	55 $1,000
Q4 2024 Feb 12, 2025	BUY	$26.93 - $84.95 $296 - $934	11 Added 110.0%	21 $1,000
Q3 2024 Nov 13, 2024	SELL	$77.02 - $85.06 $19,871 - $21,945	-258 Reduced 96.27%	10 $1,000
Q1 2024 May 15, 2024	SELL	$75.25 - $80.63 $1.02 Million - $1.09 Million	-13,578 Reduced 98.06%	268 $22,000
Q4 2023 Feb 12, 2024	BUY	$66.9 - $76.32 $819,190 - $934,538	12,245 Added 764.83%	13,846 $1.06 Million

Q3 2023 Nov 14, 2023	SELL	$70.63 - $75.66 $842,192 - $902,169	-11,924 Reduced 88.16%	1,601 $114,000
Q2 2023 Aug 14, 2023	SELL	$69.18 - $73.94 $1.67 Million - $1.79 Million	-24,206 Reduced 64.15%	13,525 $983,000
Q1 2023 May 15, 2023	SELL	$70.28 - $78.03 $12,509 - $13,889	-178 Reduced 0.47%	37,731 $2.76 Million
Q4 2022 Feb 14, 2023	BUY	$67.16 - $79.06 $516,258 - $607,734	7,687 Added 25.44%	37,909 $2.86 Million
Q3 2022 Nov 14, 2022	SELL	$66.43 - $77.87 $179,028 - $209,859	-2,695 Reduced 8.19%	30,222 $2.01 Million
Q2 2022 Aug 15, 2022	BUY	$70.31 - $80.24 $2.31 Million - $2.64 Million	32,917 New	32,917 $0
Q3 2019 Nov 12, 2019	SELL	$54.39 - $55.76 $10,062 - $10,315	-185 Closed	0 $0
Q2 2019 Aug 21, 2019	BUY	N/A	185 New	185 $10,000

Others Institutions Holding SCHD

# of Institutions

2,067

Shares Held

864M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Transamerica Financial Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History