Addison Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Addison Advisors LLC

  • $364 Million
  • Q2 2025

A detailed history of Addison Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Addison Advisors LLC holds 1,273 shares of SCHD stock, worth $33,823. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,273
Previous 1,863 31.67%
Holding current value
$33,823
Previous $52,000 36.54%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Aug 07, 2025
SELL
$24.32 - $27.87 $14,348 - $16,443
-590 Reduced 31.67%
1,273 $33,000
Q4 2024

Feb 04, 2025
BUY
$26.93 - $84.95 $33,447 - $105,507
1,242 Added 200.0%
1,863 $50,000
Q4 2023

Feb 02, 2024
BUY
$66.9 - $76.32 $401 - $457
6 Added 0.98%
621 $47,000
Q4 2020

Feb 02, 2021
BUY
$54.8 - $65.16 $33,702 - $40,073
615 New
615 $39,000

Others Institutions Holding SCHD

# of Institutions
2,028
Shares Held
838M
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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