A detailed history of Elite Financial, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Elite Financial, Inc. holds 730,748 shares of SCHD stock, worth $19.9 Million. This represents 9.57% of its overall portfolio holdings.

Number of Shares
730,748
Previous 731,407 0.09%
Holding current value
$19.9 Million
Previous $20.5 Million 4.91%
% of portfolio
9.57%
Previous 10.81%

Shares

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

Aug 11, 2025

SELL
$24.32 - $27.87 $16,026 - $18,366
-659 Reduced 0.09%
730,748 $19.4 Million
Q1 2025

Apr 29, 2025

SELL
$27.01 - $28.54 $2.52 Million - $2.67 Million
-93,464 Reduced 11.33%
731,407 $20.5 Million
Q4 2024

Mar 06, 2025

BUY
$26.93 - $84.95 $22.2 Million - $70.1 Million
824,871 New
824,871 $22.5 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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