Client 1 St Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Client 1 St Advisory Group, LLC

$306 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 19, 2025	BUY	$27.01 - $28.54 $259,701 - $274,412	9,615 New	9,615 $268,000

Others Institutions Holding SCHD

# of Institutions

2,023

Shares Held

839M

Call Options Held

4.51M

Put Options Held

2.75M

Lpl Financial LLC Fort Mill, SC

39.2M
Shares

$1.04 Billion
0.37% of portfolio
Rakuten Investment Management, Inc. Tokyo, M0

33M
Shares

$878 Million
4.23% of portfolio
Wealthspire Advisors, LLC New York, NY

29M
Shares

$770 Million
4.36% of portfolio
Bank Of America Corp Charlotte, NC

28.6M
Shares

$759 Million
0.06% of portfolio
Avantax Advisory Services, Inc.

28.4M
Shares

$756 Million
4.28% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

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