Avantra Family Wealth, Inc. Schwab Strategic Tr Us Dividen Transaction History

Avantra Family Wealth, Inc.

  • $121 Billion
  • Q2 2025

A detailed history of Avantra Family Wealth, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 21,836 shares of SCHD stock, worth $586,951. This represents 0.48% of its overall portfolio holdings.

Number of Shares
21,836
Previous 22,988 5.01%
Holding current value
$586,951
Previous $643 Million 9.97%
% of portfolio
0.48%
Previous 0.62%

Shares

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

Jul 23, 2025
SELL
$24.32 - $27.87 $28,016 - $32,106
-1,152 Reduced 5.01%
21,836 $579 Million
Q1 2025

Apr 22, 2025
SELL
$27.01 - $28.54 $31,115 - $32,878
-1,152 Reduced 4.77%
22,988 $643 Million
Q4 2024

Jan 24, 2025
BUY
$26.93 - $84.95 $650,090 - $2.05 Million
24,140 New
24,140 $659 Million

Others Institutions Holding SCHD

# of Institutions
2,000
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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