Ade, LLC Schwab Strategic Tr Us Dividen Transaction History

Ade, LLC

$160 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$74.93 - $80.86 $56,722 - $61,211	-757 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$54.8 - $65.16 $41,483 - $49,326	757 New	757 $49,000

Others Institutions Holding SCHD

# of Institutions

1,873

Shares Held

561M

Call Options Held

3.32M

Put Options Held

1.16M

Lpl Financial LLC Fort Mill, SC

36.3M
Shares

$1 Billion
0.42% of portfolio
Sumitomo Life Insurance CO

26.8M
Shares

$739 Million
13.87% of portfolio
Avantax Advisory Services, Inc.

26M
Shares

$717 Million
4.56% of portfolio
Raymond James Financial Inc St. Petersburg, FL

21.7M
Shares

$598 Million
0.22% of portfolio
Northwestern Mutual Wealth Management CO

18.2M
Shares

$502 Million
0.42% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

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