United Advisor Group, LLC Schwab Strategic Tr Us Dividen Transaction History

United Advisor Group, LLC

$733 Million
Q4 2025

A detailed history of United Advisor Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, United Advisor Group, LLC holds 120,066 shares of SCHD stock, worth $3.27 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

120,066

Previous 69,931 71.69%

Holding current value

$3.27 Million

Previous $1.91 Million 71.29%

% of portfolio

0.45%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$26.44 - $27.53 $1.33 Million - $1.38 Million	50,135 Added 71.69%	120,066 $3.27 Million
Q3 2025 Nov 12, 2025	BUY	$26.38 - $27.95 $118,683 - $125,747	4,499 Added 6.88%	69,931 $1.91 Million
Q2 2025 Aug 11, 2025	BUY	$24.32 - $27.87 $193,344 - $221,566	7,950 Added 13.83%	65,432 $1.73 Million
Q1 2025 Apr 21, 2025	SELL	$27.01 - $28.54 $12,586 - $13,299	-466 Reduced 0.8%	57,482 $1.61 Million
Q4 2024 Feb 24, 2025	BUY	$26.93 - $84.95 $1.1 Million - $3.46 Million	40,779 Added 237.52%	57,948 $1.58 Million

Q3 2024 Oct 30, 2024	BUY	$77.02 - $85.06 $322,867 - $356,571	4,192 Added 32.3%	17,169 $1.45 Million
Q2 2024 Aug 08, 2024	BUY	$75.81 - $80.15 $983,786 - $1.04 Million	12,977 New	12,977 $1.01 Million

Others Institutions Holding SCHD

# of Institutions

2,064

Shares Held

867M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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United Advisor Group, LLC Schwab Strategic Tr Us Dividen Transaction History