Verus Financial Partners, Inc. Schwab Strategic Tr Us Dividen Transaction History

Verus Financial Partners, Inc.

$1.03 Billion
Q3 2025

A detailed history of Verus Financial Partners, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Verus Financial Partners, Inc. holds 1,034,362 shares of SCHD stock, worth $28.2 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares

1,034,362

Previous 1,016,613 1.75%

Holding current value

$28.2 Million

Previous $26.9 Million 4.82%

% of portfolio

2.74%

Previous 2.79%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$26.38 - $27.95 $468,218 - $496,084	17,749 Added 1.75%	1,034,362 $28.2 Million
Q2 2025 Jul 21, 2025	BUY	$24.32 - $27.87 $661,868 - $758,482	27,215 Added 2.75%	1,016,613 $26.9 Million
Q1 2025 May 05, 2025	BUY	$27.01 - $28.54 $551,301 - $582,529	20,411 Added 2.11%	989,398 $27.7 Million
Q4 2024 Jan 23, 2025	BUY	$26.93 - $84.95 $17.5 Million - $55.1 Million	648,370 Added 202.23%	968,987 $26.5 Million
Q3 2024 Nov 01, 2024	BUY	$77.02 - $85.06 $499,936 - $552,124	6,491 Added 2.07%	320,617 $27.1 Million

Q2 2024 Aug 05, 2024	BUY	$75.81 - $80.15 $1.42 Million - $1.51 Million	18,793 Added 6.36%	314,126 $24.4 Million
Q1 2024 May 07, 2024	BUY	$75.25 - $80.63 $793,887 - $850,646	10,550 Added 3.7%	295,333 $23.8 Million
Q4 2023 Feb 06, 2024	BUY	$66.9 - $76.32 $519,545 - $592,701	7,766 Added 2.8%	284,783 $21.7 Million
Q3 2023 Oct 23, 2023	BUY	$70.63 - $75.66 $7.13 Million - $7.64 Million	100,933 Added 57.32%	277,017 $19.6 Million
Q2 2023 Jul 27, 2023	BUY	$69.18 - $73.94 $6.61 Million - $7.06 Million	95,511 Added 118.54%	176,084 $12.8 Million
Q1 2023 May 05, 2023	BUY	$70.28 - $78.03 $2.43 Million - $2.69 Million	34,534 Added 75.01%	80,573 $5.89 Million
Q4 2022 Feb 01, 2023	BUY	$67.16 - $79.06 $3.09 Million - $3.64 Million	46,039 New	46,039 $3.48 Million

Others Institutions Holding SCHD

# of Institutions

2,065

Shares Held

866M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Verus Financial Partners, Inc. Schwab Strategic Tr Us Dividen Transaction History