Advisor Resource Council Schwab Strategic Tr Us Dividen Transaction History

Advisor Resource Council

$251 Million
Q2 2025

A detailed history of Advisor Resource Council transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Advisor Resource Council holds 9,311 shares of SCHD stock, worth $247,393. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,311

Previous 37,399 75.1%

Holding current value

$247,393

Previous $1.05 Million 76.46%

% of portfolio

0.1%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$24.32 - $27.87 $683,100 - $782,812	-28,088 Reduced 75.1%	9,311 $246,000
Q1 2025 Apr 21, 2025	BUY	$27.01 - $28.54 $1.01 Million - $1.07 Million	37,399 New	37,399 $1.05 Million
Q4 2023 Jan 12, 2024	BUY	$66.9 - $76.32 $517,070 - $589,877	7,729 New	7,729 $588,000
Q2 2022 Jul 27, 2022	BUY	$70.31 - $80.24 $451,108 - $514,819	6,416 New	6,416 $459,000
Q1 2022 Apr 20, 2022	SELL	$75.14 - $81.94 $507,946 - $553,914	-6,760 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$74.93 - $80.86 $506,526 - $546,613	6,760 New	6,760 $546,000
Q3 2021 Nov 16, 2021	SELL	$74.23 - $78.13 $407,522 - $428,933	-5,490 Closed	0 $0
Q2 2021 Aug 19, 2021	BUY	$73.32 - $77.65 $372,098 - $394,073	5,075 Added 1222.89%	5,490 $415,000
Q2 2021 Aug 13, 2021	BUY	$73.32 - $77.65 $30,427 - $32,224	415 New	415 $0

Others Institutions Holding SCHD

# of Institutions

2,022

Shares Held

839M

Call Options Held

4.51M

Put Options Held

2.75M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Advisor Resource Council Schwab Strategic Tr Us Dividen Transaction History