A detailed history of Berkeley, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Berkeley, Inc holds 174,825 shares of SCHD stock, worth $4.82 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares
174,825
Previous 113,316 54.28%
Holding current value
$4.82 Million
Previous $9.58 Billion 50.14%
% of portfolio
2.47%
Previous 2.79%

Shares

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

Mar 28, 2025

BUY
$26.93 - $84.95 $1.66 Million - $5.23 Million
61,509 Added 54.28%
174,825 $4.78 Billion
Q4 2024

Mar 05, 2025

BUY
$26.93 - $84.95 $3.18 Million - $10 Million
118,167 Added 208.56%
174,825 $4.78 Billion
Q3 2024

Mar 28, 2025

SELL
$77.02 - $85.06 $4.74 Million - $5.23 Million
-61,509 Reduced 35.18%
113,316 $9.58 Billion
Q3 2024

Mar 05, 2025

BUY
$77.02 - $85.06 $38,432 - $42,444
499 Added 0.89%
56,658 $4.79 Billion
Q2 2024

Mar 28, 2025

SELL
$75.81 - $80.15 $14 Million - $14.8 Million
-184,529 Reduced 76.67%
56,159 $4.37 Billion
Q2 2024

Mar 05, 2025

SELL
$75.81 - $80.15 $14 Million - $14.8 Million
-184,529 Reduced 76.67%
56,159 $4.37 Billion
Q1 2024

Mar 28, 2025

BUY
$75.25 - $80.63 $340,431 - $364,770
4,524 Added 1.92%
240,688 $19.4 Billion
Q1 2024

Mar 05, 2025

BUY
$75.25 - $80.63 $340,431 - $364,770
4,524 Added 1.92%
240,688 $19.4 Billion
Q4 2023

Mar 28, 2025

BUY
$66.9 - $76.32 $1.03 Million - $1.17 Million
15,358 Added 6.96%
236,164 $18 Billion
Q4 2023

Mar 04, 2025

BUY
$66.9 - $76.32 $1.03 Million - $1.17 Million
15,358 Added 6.96%
236,164 $18 Billion
Q3 2023

Mar 28, 2025

BUY
$70.63 - $75.66 $686,876 - $735,793
9,725 Added 4.61%
220,806 $15.6 Billion
Q3 2023

Mar 04, 2025

BUY
$70.63 - $75.66 $686,876 - $735,793
9,725 Added 4.61%
220,806 $15.6 Billion
Q2 2023

Mar 28, 2025

BUY
$69.18 - $73.94 $392,804 - $419,831
5,678 Added 2.76%
211,081 $15.3 Billion
Q2 2023

Mar 04, 2025

BUY
$69.18 - $73.94 $392,804 - $419,831
5,678 Added 2.76%
211,081 $15.3 Billion
Q1 2023

Mar 28, 2025

BUY
$70.28 - $78.03 $940,416 - $1.04 Million
13,381 Added 6.97%
205,403 $15 Billion
Q1 2023

Mar 04, 2025

BUY
$70.28 - $78.03 $940,416 - $1.04 Million
13,381 Added 6.97%
205,403 $15 Billion
Q4 2022

Mar 28, 2025

BUY
$67.16 - $79.06 $1.15 Million - $1.36 Million
17,197 Added 9.84%
192,022 $14.5 Billion
Q4 2022

Mar 04, 2025

BUY
$67.16 - $79.06 $544,600 - $641,097
8,109 Added 4.41%
192,022 $14.5 Billion
Q3 2022

Mar 28, 2025

BUY
$66.43 - $77.87 $1.56 Million - $1.83 Million
23,529 Added 14.67%
183,913 $12.2 Billion
Q3 2022

Mar 04, 2025

BUY
$66.43 - $77.87 $1.56 Million - $1.83 Million
23,529 Added 14.67%
183,913 $12.2 Billion
Q2 2022

Mar 28, 2025

BUY
$70.31 - $80.24 $2.38 Million - $2.72 Million
33,875 Added 26.78%
160,384 $11.5 Billion
Q2 2022

Mar 04, 2025

BUY
$70.31 - $80.24 $2.38 Million - $2.72 Million
33,875 Added 26.78%
160,384 $11.5 Billion
Q1 2022

Mar 28, 2025

BUY
$75.14 - $81.94 $812,488 - $886,017
10,813 Added 9.35%
126,509 $9.98 Billion
Q1 2022

Mar 04, 2025

BUY
$75.14 - $81.94 $812,488 - $886,017
10,813 Added 9.35%
126,509 $9.98 Billion
Q4 2021

Mar 28, 2025

BUY
$74.93 - $80.86 $143,041 - $154,361
1,909 Added 1.68%
115,696 $9.35 Billion
Q4 2021

Mar 04, 2025

BUY
$74.93 - $80.86 $143,041 - $154,361
1,909 Added 1.68%
115,696 $9.35 Billion
Q3 2021

Mar 28, 2025

BUY
$74.23 - $78.13 $50,402 - $53,050
679 Added 0.6%
113,787 $8.45 Billion
Q3 2021

Mar 04, 2025

BUY
$74.23 - $78.13 $50,402 - $53,050
679 Added 0.6%
113,787 $8.45 Billion
Q2 2021

Mar 28, 2025

BUY
$73.32 - $77.65 $4,179 - $4,426
57 Added 0.05%
113,108 $8.55 Billion
Q2 2021

Mar 04, 2025

BUY
$73.32 - $77.65 $4,179 - $4,426
57 Added 0.05%
113,108 $8.55 Billion
Q1 2021

Mar 28, 2025

SELL
$63.23 - $73.67 $3.91 Million - $4.55 Million
-61,774 Reduced 35.33%
113,051 $8.24 Billion
Q1 2021

Mar 04, 2025

BUY
$63.23 - $73.67 $545,232 - $635,256
8,623 Added 8.26%
113,051 $8.24 Billion
Q4 2020

Mar 28, 2025

SELL
$54.8 - $65.16 $3.86 Million - $4.59 Million
-70,397 Reduced 40.27%
104,428 $6.7 Billion
Q4 2020

Feb 28, 2025

BUY
$54.8 - $65.16 $5.72 Million - $6.8 Million
104,428 New
104,428 $6.7 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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