Adams Asset Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Adams Asset Advisors, LLC

  • $659 Million
  • Q3 2025

A detailed history of Adams Asset Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Adams Asset Advisors, LLC holds 231,589 shares of SCHD stock, worth $6.31 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
231,589
Previous 231,786 0.08%
Holding current value
$6.31 Million
Previous $6.14 Million 2.93%
% of portfolio
0.96%
Previous 1.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$26.38 - $27.95 $5,196 - $5,506
-197 Reduced 0.08%
231,589 $6.32 Million
Q2 2025

Jul 08, 2025
BUY
$24.32 - $27.87 $5.64 Million - $6.46 Million
231,786 New
231,786 $6.14 Million

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
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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