Vest Gen Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Vest Gen Advisors, LLC

  • $3 Trillion
  • Q3 2025

A detailed history of Vest Gen Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 39,376 shares of SCHD stock, worth $1.07 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
39,376
Previous 42,585 7.54%
Holding current value
$1.07 Million
Previous $1.13 Billion 4.74%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 14, 2025
SELL
$26.38 - $27.95 $84,653 - $89,691
-3,209 Reduced 7.54%
39,376 $1.07 Billion
Q2 2025

Aug 13, 2025
BUY
$24.32 - $27.87 $96,696 - $110,811
3,976 Added 10.3%
42,585 $1.13 Billion
Q1 2025

May 13, 2025
BUY
$27.01 - $28.54 $1.04 Million - $1.1 Million
38,609 New
38,609 $1.08 Billion

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
869M
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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