Boyd Watterson Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History

Boyd Watterson Asset Management LLC

  • $331 Million
  • Q3 2025

A detailed history of Boyd Watterson Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Boyd Watterson Asset Management LLC holds 90,178 shares of SCHD stock, worth $2.46 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
90,178
Previous 89,993 0.21%
Holding current value
$2.46 Million
Previous $2.38 Million 3.23%
% of portfolio
0.74%
Previous 0.77%

Shares

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

Nov 05, 2025
BUY
$26.38 - $27.95 $4,880 - $5,170
185 Added 0.21%
90,178 $2.46 Million
Q4 2024

Feb 03, 2025
BUY
$26.93 - $84.95 $1.7 Million - $5.36 Million
63,079 Added 234.37%
89,993 $2.46 Million
Q3 2024

Oct 22, 2024
BUY
$77.02 - $85.06 $115,375 - $127,419
1,498 Added 5.89%
26,914 $2.28 Million
Q1 2024

Apr 29, 2024
BUY
$75.25 - $80.63 $217,246 - $232,778
2,887 Added 12.81%
25,416 $2.05 Million
Q4 2023

Feb 02, 2024
BUY
$66.9 - $76.32 $141,828 - $161,798
2,120 Added 10.39%
22,529 $1.72 Million
Q3 2023

Oct 23, 2023
BUY
$70.63 - $75.66 $144,438 - $154,724
2,045 Added 11.14%
20,409 $1.44 Million
Q4 2022

Jan 18, 2023
BUY
$67.16 - $79.06 $97,247 - $114,478
1,448 Added 8.56%
18,364 $0
Q2 2022

Jul 22, 2022
SELL
$70.31 - $80.24 $46,053 - $52,557
-655 Reduced 3.73%
16,916 $1.21 Million
Q4 2021

Jan 26, 2022
BUY
$74.93 - $80.86 $188,973 - $203,928
2,522 Added 16.76%
17,571 $1.42 Million
Q2 2021

Jul 19, 2021
SELL
$73.32 - $77.65 $16,863 - $17,859
-230 Reduced 1.51%
15,049 $1.14 Million
Q1 2021

Apr 27, 2021
SELL
$63.23 - $73.67 $4,868 - $5,672
-77 Reduced 0.5%
15,279 $1.11 Million
Q4 2020

Jan 20, 2021
BUY
$54.8 - $65.16 $8,768 - $10,425
160 Added 1.05%
15,356 $985,000
Q1 2020

Apr 20, 2020
SELL
$39.5 - $59.28 $3,436 - $5,157
-87 Reduced 0.57%
15,196 $684,000
Q3 2019

Oct 17, 2019
BUY
$54.39 - $55.76 $80,225 - $82,246
1,475 Added 10.68%
15,283 $837,000
Q1 2019

Apr 09, 2019
BUY
N/A
1,065 Added 8.36%
13,808 $722,000
Q4 2017

Jan 11, 2018
BUY
N/A
6,100 Added 91.83%
12,743 $652,000
Q3 2017

Oct 19, 2017
BUY
N/A
6,643
6,643 $311,000

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

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