A detailed history of Fidelis Capital Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fidelis Capital Partners, LLC holds 19,486 shares of SCHD stock, worth $530,798. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,486
Previous 18,707 4.16%
Holding current value
$530,798
Previous $499 Million 6.58%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 03, 2025

BUY
$26.38 - $27.95 $20,550 - $21,773
779 Added 4.16%
19,486 $532 Million
Q1 2025

Apr 30, 2025

BUY
$27.01 - $28.54 $505,276 - $533,897
18,707 New
18,707 $480 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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