Bruce G. Allen Investments, LLC Schwab Strategic Tr Us Dividen Transaction History

Bruce G. Allen Investments, LLC

$140 Billion
Q3 2025

A detailed history of Bruce G. Allen Investments, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 298,959 shares of SCHD stock, worth $8.14 Million. This represents 5.85% of its overall portfolio holdings.

Number of Shares

298,959

Previous 291,646 2.51%

Holding current value

$8.14 Million

Previous $7.73 Billion 5.6%

% of portfolio

5.85%

Previous 5.86%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$26.38 - $27.95 $192,916 - $204,398	7,313 Added 2.51%	298,959 $8.16 Billion
Q2 2025 Jul 09, 2025	SELL	$24.32 - $27.87 $69,093 - $79,178	-2,841 Reduced 0.96%	291,646 $7.73 Billion
Q1 2025 Apr 14, 2025	BUY	$27.01 - $28.54 $341,649 - $361,002	12,649 Added 4.49%	294,487 $8.23 Billion
Q4 2024 Jan 10, 2025	BUY	$26.93 - $84.95 $5.16 Million - $16.3 Million	191,677 Added 212.59%	281,838 $7.7 Billion
Q3 2024 Oct 08, 2024	BUY	$77.02 - $85.06 $121,691 - $134,394	1,580 Added 1.78%	90,161 $7.62 Billion

Q2 2024 Jul 12, 2024	SELL	$75.81 - $80.15 $104,011 - $109,965	-1,372 Reduced 1.53%	88,581 $6.89 Billion
Q1 2024 Apr 10, 2024	BUY	$75.25 - $80.63 $263,901 - $282,769	3,507 Added 4.06%	89,953 $7.25 Billion
Q4 2023 Jan 10, 2024	BUY	$66.9 - $76.32 $5.78 Million - $6.6 Million	86,446 New	86,446 $6.58 Billion

Others Institutions Holding SCHD

# of Institutions

2,057

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Bruce G. Allen Investments, LLC Schwab Strategic Tr Us Dividen Transaction History