Org Partners LLC Schwab Strategic Tr Us Dividen Transaction History

Org Partners LLC

$474 Million
Q4 2025

A detailed history of Org Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Org Partners LLC holds 279,654 shares of SCHD stock, worth $7.62 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

279,654

Previous 280,579 0.33%

Holding current value

$7.62 Million

Previous $7.66 Million 0.55%

% of portfolio

1.61%

Previous 1.7%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$26.44 - $27.53 $24,457 - $25,465	-925 Reduced 0.33%	279,654 $7.62 Million
Q3 2025 Oct 24, 2025	SELL	$26.38 - $27.95 $20,259 - $21,465	-768 Reduced 0.27%	280,579 $7.66 Million
Q2 2025 Jul 16, 2025	SELL	$24.32 - $27.87 $307,258 - $352,109	-12,634 Reduced 4.3%	281,347 $7.46 Million
Q1 2025 Apr 21, 2025	BUY	$27.01 - $28.54 $622,499 - $657,761	23,047 Added 8.51%	293,981 $8.22 Million
Q4 2024 Jan 10, 2025	BUY	$26.93 - $84.95 $4.86 Million - $15.3 Million	180,446 Added 199.41%	270,934 $7.4 Million

Q3 2024 Oct 11, 2024	BUY	$77.02 - $85.06 $154,425 - $170,545	2,005 Added 2.27%	90,488 $7.65 Million
Q2 2024 Jul 16, 2024	BUY	$75.81 - $80.15 $6.71 Million - $7.09 Million	88,483 New	88,483 $6.88 Million
Q4 2023 Jan 29, 2024	BUY	$66.9 - $76.32 $852,038 - $972,011	12,736 Added 15.27%	96,152 $7.32 Million
Q3 2023 Nov 03, 2023	SELL	$70.63 - $75.66 $606,287 - $649,465	-8,584 Reduced 9.33%	83,416 $83.4 Million
Q2 2023 Jul 25, 2023	BUY	$69.18 - $73.94 $176,893 - $189,064	2,557 Added 2.86%	92,000 $6.72 Billion
Q1 2023 Jun 01, 2023	BUY	$70.28 - $78.03 $6.29 Million - $6.98 Million	89,443 New	89,443 $6.58 Billion

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

866M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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