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

Assured Partners Investment Advisors, LLC

  • $518 Billion
  • Q1 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 173,844 shares of SCHD stock, worth $4.49 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
173,844
Previous 164,912 5.42%
Holding current value
$4.49 Million
Previous $4.51 Billion 7.89%
% of portfolio
0.94%
Previous 0.88%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,997
Shares Held
886M
Call Options Held
4.89M
Put Options Held
2.23M
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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