Advisor Os, LLC Schwab Strategic Tr Us Dividen Transaction History

Advisor Os, LLC

  • $970 Million
  • Q2 2025

A detailed history of Advisor Os, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Advisor Os, LLC holds 20,174 shares of SCHD stock, worth $552,969. This represents 0.06% of its overall portfolio holdings.

Number of Shares
20,174
Previous 13,348 51.14%
Holding current value
$552,969
Previous $373,000 43.16%
% of portfolio
0.06%
Previous 0.04%

Shares

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

Aug 14, 2025
BUY
$24.32 - $27.87 $166,008 - $190,240
6,826 Added 51.14%
20,174 $534,000
Q1 2025

May 06, 2025
BUY
$27.01 - $28.54 $27,199 - $28,739
1,007 Added 8.16%
13,348 $373,000
Q4 2024

Feb 04, 2025
BUY
$26.93 - $84.95 $267,226 - $842,958
9,923 Added 410.38%
12,341 $337,000
Q3 2024

Nov 04, 2024
BUY
$77.02 - $85.06 $186,234 - $205,675
2,418 New
2,418 $204,000

Others Institutions Holding SCHD

# of Institutions
2,013
Shares Held
891M
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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