Navigoe, LLC Schwab Strategic Tr Us Dividen Transaction History

Navigoe, LLC

$157 Million
Q3 2025

A detailed history of Navigoe, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Navigoe, LLC holds 3,663 shares of SCHD stock, worth $99,560. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,663

Holding current value

$99,560

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 10, 2025	BUY	$26.38 - $27.95 $96,629 - $102,380	3,663 New	3,663 $100,000

Others Institutions Holding SCHD

# of Institutions

2,014

Shares Held

885M

Call Options Held

4.51M

Put Options Held

2.75M

Lpl Financial LLC Fort Mill, SC

39.2M
Shares

$1.07 Billion
0.37% of portfolio
Kingstone Capital Partners Texas, LLC Frisco, TX

38.9M
Shares

$1.06 Billion
0.43% of portfolio
Rakuten Investment Management, Inc. Tokyo, M0

33M
Shares

$898 Million
4.23% of portfolio
Wealthspire Advisors, LLC New York, NY

29M
Shares

$788 Million
4.36% of portfolio
Bank Of America Corp Charlotte, NC

28.6M
Shares

$776 Million
0.06% of portfolio

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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