Elevation Capital Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History

Elevation Capital Advisory, LLC

  • $249 Billion
  • Q2 2025

A detailed history of Elevation Capital Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Elevation Capital Advisory, LLC holds 51,639 shares of SCHD stock, worth $1.39 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
51,639
Previous 50,450 2.36%
Holding current value
$1.39 Million
Previous $1.41 Billion 2.98%
% of portfolio
0.55%
Previous 0.62%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$24.32 - $27.87 $28,916 - $33,137
1,189 Added 2.36%
51,639 $1.37 Billion
Q1 2025

May 12, 2025
BUY
$27.01 - $28.54 $96,344 - $101,802
3,567 Added 7.61%
50,450 $1.41 Billion
Q4 2024

Feb 06, 2025
BUY
$26.93 - $84.95 $870,350 - $2.75 Million
32,319 Added 221.91%
46,883 $1.28 Billion
Q3 2024

Nov 04, 2024
BUY
$77.02 - $85.06 $1.12 Million - $1.24 Million
14,564 New
14,564 $1.23 Billion

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
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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