Wills Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History

Wills Financial Group LLC

  • $244 Billion
  • Q3 2025

A detailed history of Wills Financial Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wills Financial Group LLC holds 65,441 shares of SCHD stock, worth $1.78 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
65,441
Previous 60,739 7.74%
Holding current value
$1.78 Million
Previous $1.61 Billion 10.99%
% of portfolio
0.73%
Previous 0.7%

Shares

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

Nov 14, 2025
BUY
$26.38 - $27.95 $124,038 - $131,420
4,702 Added 7.74%
65,441 $1.79 Billion
Q2 2025

Aug 13, 2025
BUY
$24.32 - $27.87 $21,036 - $24,107
865 Added 1.44%
60,739 $1.61 Billion
Q1 2025

May 09, 2025
BUY
$27.01 - $28.54 $1.62 Million - $1.71 Million
59,874 New
59,874 $1.67 Billion

Others Institutions Holding SCHD

# of Institutions
2,056
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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More about SCHD
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