A detailed history of Ballast, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ballast, Inc. holds 167,272 shares of SCHD stock, worth $4.46 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares
167,272
Previous 14,415 1060.4%
Holding current value
$4.46 Million
Previous $403,000 999.75%
% of portfolio
2.19%
Previous 0.11%

Shares

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

Jul 29, 2025

BUY
$24.32 - $27.87 $3.72 Million - $4.26 Million
152,857 Added 1060.4%
167,272 $4.43 Million
Q4 2024

Jan 16, 2025

BUY
$26.93 - $84.95 $258,608 - $815,774
9,603 Added 199.56%
14,415 $393,000
Q3 2024

Oct 16, 2024

BUY
$77.02 - $85.06 $8,626 - $9,526
112 Added 2.38%
4,812 $406,000
Q4 2022

Jan 26, 2023

BUY
$67.16 - $79.06 $315,652 - $371,582
4,700 New
4,700 $0

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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