Assured Partners Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Assured Partners Investment Advisors, LLC

  • $449 Billion
  • Q3 2025

A detailed history of Assured Partners Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 7,990 shares of SCHD stock, worth $212,294. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,990
Previous 13,263 39.76%
Holding current value
$212,294
Previous $351 Million 37.94%
% of portfolio
0.05%
Previous 0.09%

Shares

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

Oct 06, 2025
SELL
$26.38 - $27.95 $139,101 - $147,380
-5,273 Reduced 39.76%
7,990 $218 Million
Q2 2025

Jul 29, 2025
SELL
$24.32 - $27.87 $3.91 Million - $4.48 Million
-160,581 Reduced 92.37%
13,263 $351 Million
Q1 2025

Apr 22, 2025
BUY
$27.01 - $28.54 $241,253 - $254,919
8,932 Added 5.42%
173,844 $4.86 Billion
Q4 2024

Feb 12, 2025
BUY
$26.93 - $84.95 $4.44 Million - $14 Million
164,912 New
164,912 $4.51 Billion

Others Institutions Holding SCHD

# of Institutions
2,034
Shares Held
840M
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
Track This Portfolio

Track Assured Partners Investment Advisors, LLC Portfolio

Follow Assured Partners Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Assured Partners Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Assured Partners Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email