Claro Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Claro Advisors LLC

  • $569 Million
  • Q2 2025

A detailed history of Claro Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Claro Advisors LLC holds 8,815 shares of SCHD stock, worth $240,473. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,815
Previous 12,718 30.69%
Holding current value
$240,473
Previous $355,000 34.37%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Aug 05, 2025
SELL
$24.32 - $27.87 $94,920 - $108,776
-3,903 Reduced 30.69%
8,815 $233,000
Q1 2025

May 12, 2025
BUY
$27.01 - $28.54 $343,513 - $362,971
12,718 New
12,718 $355,000
Q2 2023

Aug 08, 2023
BUY
$69.18 - $73.94 $31,753 - $33,938
459 Added 14.47%
3,631 $263,000
Q1 2023

Apr 17, 2023
BUY
$70.28 - $78.03 $140 - $156
2 Added 0.06%
3,172 $232,000
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $212,897 - $250,620
3,170 New
3,170 $239,000
Q1 2019

May 10, 2019
SELL
N/A
-56 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
56 New
56 $3,000

Others Institutions Holding SCHD

# of Institutions
2,012
Shares Held
890M
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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