Cresta Advisors, Ltd. Schwab Strategic Tr Us Dividen Transaction History

Cresta Advisors, Ltd.

  • $198 Million
  • Q2 2025

A detailed history of Cresta Advisors, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cresta Advisors, Ltd. holds 157,121 shares of SCHD stock, worth $4.22 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares
157,121
Previous 139,763 12.42%
Holding current value
$4.22 Million
Previous $3.91 Million 6.55%
% of portfolio
2.1%
Previous 2.1%

Shares

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

Jul 16, 2025
BUY
$24.32 - $27.87 $422,146 - $483,767
17,358 Added 12.42%
157,121 $4.16 Million
Q1 2025

May 09, 2025
BUY
$27.01 - $28.54 $2.44 Million - $2.58 Million
90,422 Added 183.26%
139,763 $3.91 Million
Q3 2024

Nov 18, 2024
SELL
$77.02 - $85.06 $16,405 - $18,117
-213 Reduced 0.43%
49,341 $4.17 Million
Q2 2024

Aug 12, 2024
SELL
$75.81 - $80.15 $3,714 - $3,927
-49 Reduced 0.1%
49,554 $3.85 Million
Q1 2024

May 02, 2024
SELL
$75.25 - $80.63 $92,482 - $99,094
-1,229 Reduced 2.42%
49,603 $4 Million
Q4 2023

Jan 17, 2024
SELL
$66.9 - $76.32 $197,221 - $224,991
-2,948 Reduced 5.48%
50,832 $3.87 Million
Q3 2023

Nov 06, 2023
SELL
$70.63 - $75.66 $908,866 - $973,592
-12,868 Reduced 19.31%
53,780 $3.81 Million
Q2 2023

Jul 28, 2023
SELL
$69.18 - $73.94 $2.58 Million - $2.75 Million
-37,256 Reduced 35.86%
66,648 $4.84 Million
Q1 2023

May 12, 2023
SELL
$70.28 - $78.03 $139,997 - $155,435
-1,992 Reduced 1.88%
103,904 $7.6 Million
Q4 2022

Feb 13, 2023
SELL
$67.16 - $79.06 $826,672 - $973,149
-12,309 Reduced 10.41%
105,896 $8 Million
Q3 2022

Nov 14, 2022
BUY
$66.43 - $77.87 $7.85 Million - $9.2 Million
118,205 New
118,205 $7.85 Million

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
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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