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 $7.05 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares

259,351

Previous 271,598 4.51%

Holding current value

$7.05 Million

Previous $7.59 Million 9.5%

% of portfolio

2.29%

Previous 2.88%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,011

Shares Held

889M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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