Baron Silver Stevens Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Baron Silver Stevens Financial Advisors, LLC

  • $619 Million
  • Q2 2025

A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 184,748 shares of SCHD stock, worth $4.9 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
184,748
Previous 194,239 4.89%
Holding current value
$4.9 Million
Previous $5.43 Million 9.85%
% of portfolio
0.79%
Previous 0.95%

Shares

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

Jul 17, 2025
SELL
$24.32 - $27.87 $230,821 - $264,514
-9,491 Reduced 4.89%
184,748 $4.9 Million
Q1 2025

May 07, 2025
BUY
$27.01 - $28.54 $238,930 - $252,464
8,846 Added 4.77%
194,239 $5.43 Million
Q4 2024

Jan 17, 2025
BUY
$26.93 - $84.95 $3.38 Million - $10.7 Million
125,564 Added 209.87%
185,393 $5.06 Million
Q3 2024

Oct 28, 2024
BUY
$77.02 - $85.06 $598,907 - $661,426
7,776 Added 14.94%
59,829 $5.06 Million
Q2 2024

Jul 18, 2024
BUY
$75.81 - $80.15 $900,016 - $951,540
11,872 Added 29.55%
52,053 $4.05 Million
Q1 2024

May 02, 2024
BUY
$75.25 - $80.63 $492,586 - $527,803
6,546 Added 19.46%
40,181 $3.24 Million
Q4 2023

Feb 07, 2024
BUY
$66.9 - $76.32 $570,657 - $651,009
8,530 Added 33.98%
33,635 $2.56 Million
Q3 2023

Oct 31, 2023
BUY
$70.63 - $75.66 $280,754 - $300,748
3,975 Added 18.81%
25,105 $1.78 Million
Q2 2023

Jul 24, 2023
BUY
$69.18 - $73.94 $820,959 - $877,445
11,867 Added 128.11%
21,130 $1.53 Million
Q1 2023

Apr 18, 2023
BUY
$70.28 - $78.03 $651,003 - $722,791
9,263 New
9,263 $677,000
Q1 2021

Apr 27, 2021
SELL
$63.23 - $73.67 $64,431 - $75,069
-1,019 Closed
0 $0
Q4 2020

Mar 19, 2021
BUY
$54.8 - $65.16 $55,841 - $66,398
1,019 New
1,019 $65,000

Others Institutions Holding SCHD

# of Institutions
2,014
Shares Held
885M
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
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