Vision Point Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Vision Point Advisory Group, LLC

  • $473 Million
  • Q3 2025

A detailed history of Vision Point Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 27,775 shares of SCHD stock, worth $756,591. This represents 0.16% of its overall portfolio holdings.

Number of Shares
27,775
Previous 28,944 4.04%
Holding current value
$756,591
Previous $767,000 1.17%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Oct 07, 2025
SELL
$26.38 - $27.95 $30,838 - $32,673
-1,169 Reduced 4.04%
27,775 $758,000
Q2 2025

Jul 09, 2025
BUY
$24.32 - $27.87 $20,915 - $23,968
860 Added 3.06%
28,944 $767,000
Q1 2025

Apr 23, 2025
BUY
$27.01 - $28.54 $758,548 - $801,517
28,084 New
28,084 $785,000
Q2 2024

Aug 01, 2024
BUY
$75.81 - $80.15 $75 - $80
1 Added 1.49%
68 $5,000
Q2 2023

Aug 21, 2023
BUY
$69.18 - $73.94 $4,635 - $4,953
67 New
67 $4,000

Others Institutions Holding SCHD

# of Institutions
2,055
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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