Investor'S Fiduciary Advisor Network, LLC Schwab Strategic Tr Us Dividen Transaction History

Investor'S Fiduciary Advisor Network, LLC

  • $212 Million
  • Q1 2025

A detailed history of Investor'S Fiduciary Advisor Network, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Investor'S Fiduciary Advisor Network, LLC holds 478,996 shares of SCHD stock, worth $12.4 Million. This represents 6.31% of its overall portfolio holdings.

Number of Shares
478,996
Previous 472,547 1.36%
Holding current value
$12.4 Million
Previous $12.9 Million 3.74%
% of portfolio
6.31%
Previous 4.94%

Shares

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

Apr 29, 2025
BUY
$27.01 - $28.54 $174,187 - $184,054
6,449 Added 1.36%
478,996 $13.4 Million
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $12.7 Million - $40.1 Million
472,547 New
472,547 $12.9 Million

Others Institutions Holding SCHD

# of Institutions
1,975
Shares Held
840M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Investor'S Fiduciary Advisor Network, LLC Portfolio

Follow Investor'S Fiduciary Advisor Network, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investor'S Fiduciary Advisor Network, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investor'S Fiduciary Advisor Network, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email