Fiduciary Alliance LLC Schwab Strategic Tr Us Dividen Transaction History

Fiduciary Alliance LLC

  • $1.34 Trillion
  • Q2 2025

A detailed history of Fiduciary Alliance LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fiduciary Alliance LLC holds 332,619 shares of SCHD stock, worth $9.01 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
332,619
Previous 507,905 34.51%
Holding current value
$9.01 Million
Previous $14.2 Billion 37.93%
% of portfolio
0.66%
Previous 1.4%

Shares

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

Jul 09, 2025
SELL
$24.32 - $27.87 $4.26 Million - $4.89 Million
-175,286 Reduced 34.51%
332,619 $8.81 Billion
Q1 2025

Apr 09, 2025
BUY
$27.01 - $28.54 $2.09 Million - $2.21 Million
77,439 Added 17.99%
507,905 $14.2 Billion
Q4 2024

Jan 13, 2025
BUY
$26.93 - $84.95 $8.52 Million - $26.9 Million
316,459 Added 277.58%
430,466 $11.8 Billion
Q3 2024

Oct 11, 2024
BUY
$77.02 - $85.06 $3.79 Million - $4.18 Million
49,173 Added 75.84%
114,007 $9.64 Billion
Q2 2024

Jul 09, 2024
BUY
$75.81 - $80.15 $263,667 - $278,761
3,478 Added 5.67%
64,834 $5.02 Billion
Q1 2024

Apr 17, 2024
BUY
$75.25 - $80.63 $1.41 Million - $1.51 Million
18,722 Added 43.91%
61,356 $4.92 Billion
Q4 2023

Jan 17, 2024
BUY
$66.9 - $76.32 $2.07 Million - $2.36 Million
30,911 Added 263.68%
42,634 $3.25 Billion
Q3 2023

Oct 18, 2023
BUY
$70.63 - $75.66 $726,641 - $778,390
10,288 Added 716.93%
11,723 $830 Million
Q2 2023

Jul 18, 2023
BUY
$69.18 - $73.94 $99,273 - $106,103
1,435 New
1,435 $104 Million
Q4 2022

Jan 19, 2023
BUY
$67.16 - $79.06 $51,578 - $60,718
768 New
768 $58 Million

Others Institutions Holding SCHD

# of Institutions
2,005
Shares Held
878M
Call Options Held
4.89M
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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