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

Assured Partners Investment Advisors, LLC

  • $409 Billion
  • Q2 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 13,263 shares of SCHD stock, worth $353,856. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,263
Previous 173,844 92.37%
Holding current value
$353,856
Previous $4.86 Billion 92.77%
% of portfolio
0.09%
Previous 0.94%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,002
Shares Held
897M
Call Options Held
4.42M
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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