Disciplined Investors, L.L.C. Schwab Strategic Tr Us Dividen Transaction History

Disciplined Investors, L.L.C.

  • $128 Billion
  • Q2 2025

A detailed history of Disciplined Investors, L.L.C. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Disciplined Investors, L.L.C. holds 46,835 shares of SCHD stock, worth $1.24 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
46,835
Previous 39,306 19.15%
Holding current value
$1.24 Million
Previous $1.1 Billion 12.93%
% of portfolio
0.97%
Previous 0.99%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$24.32 - $27.87 $183,105 - $209,833
7,529 Added 19.15%
46,835 $1.24 Billion
Q1 2025

May 12, 2025
BUY
$27.01 - $28.54 $4,996 - $5,279
185 Added 0.47%
39,306 $1.1 Billion
Q4 2024

Feb 12, 2025
BUY
$26.93 - $84.95 $1.05 Million - $3.32 Million
39,121 New
39,121 $1.07 Billion

Others Institutions Holding SCHD

# of Institutions
2,014
Shares Held
885M
Call Options Held
4.51M
Put Options Held
2.75M
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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