Blue Chip Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Blue Chip Wealth Advisors LLC

  • $234 Billion
  • Q3 2025

A detailed history of Blue Chip Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 392,821 shares of SCHD stock, worth $10.7 Million. This represents 4.58% of its overall portfolio holdings.

Number of Shares
392,821
Previous 379,804 3.43%
Holding current value
$10.7 Million
Previous $10.1 Billion 6.55%
% of portfolio
4.58%
Previous 4.48%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$26.38 - $27.95 $343,388 - $363,825
13,017 Added 3.43%
392,821 $10.7 Billion
Q2 2025

Jul 30, 2025
BUY
$24.32 - $27.87 $58,781 - $67,361
2,417 Added 0.64%
379,804 $10.1 Billion
Q1 2025

May 06, 2025
SELL
$27.01 - $28.54 $50,697 - $53,569
-1,877 Reduced 0.49%
377,387 $10.6 Billion
Q4 2024

Feb 12, 2025
BUY
$26.93 - $84.95 $6.98 Million - $22 Million
259,316 Added 216.19%
379,264 $10.4 Billion
Q3 2024

Nov 14, 2024
BUY
$77.02 - $85.06 $504,481 - $557,143
6,550 Added 5.78%
119,948 $10.1 Billion
Q2 2024

Aug 12, 2024
BUY
$75.81 - $80.15 $137,822 - $145,712
1,818 Added 1.63%
113,398 $8.82 Billion
Q1 2024

Apr 30, 2024
BUY
$75.25 - $80.63 $101,662 - $108,931
1,351 Added 1.23%
111,580 $9 Billion
Q4 2023

Mar 15, 2024
BUY
$66.9 - $76.32 $7.37 Million - $8.41 Million
110,229 New
110,229 $8.39 Billion

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
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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