Waterford Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Waterford Advisors, LLC

  • $289 Billion
  • Q3 2025

A detailed history of Waterford Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Waterford Advisors, LLC holds 9,987 shares of SCHD stock, worth $272,045. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,987
Previous 12,580 20.61%
Holding current value
$272,045
Previous $333,000 81775.38%
% of portfolio
0.09%
Previous 0.0%

Shares

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

Nov 14, 2025
SELL
$26.38 - $27.95 $68,403 - $72,474
-2,593 Reduced 20.61%
9,987 $273 Million
Q2 2025

Aug 14, 2025
BUY
$24.32 - $27.87 $63,061 - $72,266
2,593 Added 25.96%
12,580 $333,000
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $179,299 - $565,597
6,658 Added 200.0%
9,987 $272,000
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $223,575 - $263,190
3,329 New
3,329 $251,000

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
Track This Portfolio

Track Waterford Advisors, LLC Portfolio

Follow Waterford Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waterford Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waterford Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email