Bg Investment Services, Inc. Schwab Strategic Tr Us Dividen Transaction History

Bg Investment Services, Inc.

  • $75.6 Million
  • Q2 2025

A detailed history of Bg Investment Services, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bg Investment Services, Inc. holds 33,967 shares of SCHD stock, worth $902,503. This represents 1.19% of its overall portfolio holdings.

Number of Shares
33,967
Previous 10,045 238.15%
Holding current value
$902,503
Previous $280,000 221.43%
% of portfolio
1.19%
Previous 0.31%

Shares

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

Jul 30, 2025
BUY
$24.32 - $27.87 $581,783 - $666,706
23,922 Added 238.15%
33,967 $900,000
Q1 2025

May 06, 2025
BUY
$27.01 - $28.54 $40,217 - $42,496
1,489 Added 17.4%
10,045 $280,000
Q4 2024

Feb 11, 2025
BUY
$26.93 - $84.95 $230,413 - $726,832
8,556 New
8,556 $233,000

Others Institutions Holding SCHD

# of Institutions
2,017
Shares Held
845M
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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