Flagship Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Flagship Wealth Advisors, LLC

  • $170 Billion
  • Q1 2025

A detailed history of Flagship Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Flagship Wealth Advisors, LLC holds 221,584 shares of SCHD stock, worth $5.92 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares
221,584
Previous 221,584 -0.0%
Holding current value
$5.92 Million
Previous $6.05 Billion -0.0%
% of portfolio
3.56%
Previous 3.56%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$27.01 - $28.54 $4.51 Million - $4.77 Million
167,159 Added 75.44%
388,743 $10.9 Billion
Q4 2024

Feb 10, 2025
BUY
$26.93 - $84.95 $5.97 Million - $18.8 Million
221,584 New
221,584 $6.05 Billion

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
888M
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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