Ulland Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Ulland Investment Advisors, LLC

  • $133 Million
  • Q3 2025

A detailed history of Ulland Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 7,658 shares of SCHD stock, worth $208,603. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,658
Previous 7,584 0.98%
Holding current value
$208,603
Previous $201,000 3.98%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Nov 13, 2025
BUY
$26.38 - $27.95 $1,952 - $2,068
74 Added 0.98%
7,658 $209,000
Q2 2025

Jul 24, 2025
BUY
$24.32 - $27.87 $924 - $1,059
38 Added 0.5%
7,584 $201,000
Q1 2025

Apr 15, 2025
BUY
$27.01 - $28.54 $202,845 - $214,335
7,510 Added 20861.11%
7,546 $211,000
Q4 2024

Jan 16, 2025
BUY
$26.93 - $84.95 $646 - $2,038
24 Added 200.0%
36 $1,000
Q3 2024

Oct 15, 2024
SELL
$77.02 - $85.06 $90,883 - $100,370
-1,180 Reduced 98.99%
12 $1,000
Q2 2024

Jul 16, 2024
SELL
$75.81 - $80.15 $227 - $240
-3 Reduced 0.25%
1,192 $93,000
Q1 2024

Apr 25, 2024
SELL
$75.25 - $80.63 $29,874 - $32,010
-397 Reduced 24.94%
1,195 $96,000
Q4 2023

Jan 16, 2024
SELL
$66.9 - $76.32 $156,211 - $178,207
-2,335 Reduced 59.46%
1,592 $121,000
Q3 2023

Oct 23, 2023
SELL
$70.63 - $75.66 $56,504 - $60,528
-800 Reduced 16.92%
3,927 $278,000
Q2 2023

Jul 20, 2023
BUY
$69.18 - $73.94 $13,836 - $14,788
200 Added 4.42%
4,727 $343,000
Q1 2023

Apr 17, 2023
BUY
$70.28 - $78.03 $78,151 - $86,769
1,112 Added 32.56%
4,527 $331,000
Q4 2022

Jan 31, 2023
SELL
$67.16 - $79.06 $4,701 - $5,534
-70 Reduced 2.01%
3,415 $258,000
Q2 2022

Jul 25, 2022
SELL
$70.31 - $80.24 $163,822 - $186,959
-2,330 Reduced 40.07%
3,485 $250,000
Q1 2022

May 09, 2022
SELL
$75.14 - $81.94 $441,071 - $480,987
-5,870 Reduced 50.24%
5,815 $459,000
Q4 2021

Feb 16, 2022
BUY
$74.93 - $80.86 $875,557 - $944,849
11,685 New
11,685 $944,000

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

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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