Benchmark Financial Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Benchmark Financial Wealth Advisors, LLC

  • $300 Million
  • Q2 2025

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 259,351 shares of SCHD stock, worth $6.97 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares
259,351
Previous 271,598 4.51%
Holding current value
$6.97 Million
Previous $7.59 Million 9.5%
% of portfolio
2.29%
Previous 2.88%

Shares

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

Aug 05, 2025
SELL
$24.32 - $27.87 $297,847 - $341,323
-12,247 Reduced 4.51%
259,351 $6.87 Million
Q1 2025

Apr 25, 2025
SELL
$27.01 - $28.54 $1.36 Million - $1.44 Million
-50,374 Reduced 15.65%
271,598 $7.59 Million
Q4 2024

Jan 27, 2025
BUY
$26.93 - $84.95 $5.94 Million - $18.7 Million
220,648 Added 217.76%
321,972 $8.8 Million
Q3 2024

Oct 30, 2024
BUY
$77.02 - $85.06 $491,849 - $543,193
6,386 Added 6.73%
101,324 $8.56 Million
Q2 2024

Jul 23, 2024
BUY
$75.81 - $80.15 $1.17 Million - $1.24 Million
15,456 Added 19.45%
94,938 $7.38 Million
Q1 2024

Apr 22, 2024
BUY
$75.25 - $80.63 $1.34 Million - $1.43 Million
17,787 Added 28.83%
79,482 $6.41 Million
Q4 2023

Jan 23, 2024
BUY
$66.9 - $76.32 $4.13 Million - $4.71 Million
61,695 New
61,695 $4.7 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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