Bellwether Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Bellwether Advisors, LLC

  • $556 Million
  • Q2 2025

A detailed history of Bellwether Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bellwether Advisors, LLC holds 3,720 shares of SCHD stock, worth $98,840. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,720
Previous 3,720 -0.0%
Holding current value
$98,840
Previous $104,000 5.77%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $100,179 - $316,014
3,720 New
3,720 $101,000
Q2 2022

Aug 05, 2022
SELL
$70.31 - $80.24 $6,890 - $7,863
-98 Reduced 19.64%
401 $28,000
Q3 2021

Nov 12, 2021
BUY
$74.23 - $78.13 $29,766 - $31,330
401 Added 409.18%
499 $37,000
Q4 2020

Jan 29, 2021
BUY
$54.8 - $65.16 $5,370 - $6,385
98 New
98 $6,000

Others Institutions Holding SCHD

# of Institutions
2,015
Shares Held
843M
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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