D.B. Root & Company, LLC Schwab Strategic Tr Us Dividen Transaction History

D.B. Root & Company, LLC

  • $343 Million
  • Q3 2025

A detailed history of D.B. Root & Company, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, D.B. Root & Company, LLC holds 207,275 shares of SCHD stock, worth $5.65 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
207,275
Previous 212,686 2.54%
Holding current value
$5.65 Million
Previous $5.64 Million 0.39%
% of portfolio
1.65%
Previous 1.76%

Shares

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

Nov 05, 2025
SELL
$26.38 - $27.95 $142,742 - $151,237
-5,411 Reduced 2.54%
207,275 $5.66 Million
Q2 2025

Jul 22, 2025
BUY
$24.32 - $27.87 $405,560 - $464,760
16,676 Added 8.51%
212,686 $5.64 Million
Q1 2025

May 14, 2025
SELL
$27.01 - $28.54 $403,988 - $426,872
-14,957 Reduced 7.09%
196,010 $5.48 Million
Q4 2024

Jan 17, 2025
BUY
$26.93 - $84.95 $3.89 Million - $12.3 Million
144,421 Added 217.02%
210,967 $5.76 Million
Q3 2024

Oct 31, 2024
SELL
$77.02 - $85.06 $57,996 - $64,050
-753 Reduced 1.12%
66,546 $5.63 Million
Q2 2024

Jul 15, 2024
SELL
$75.81 - $80.15 $267,381 - $282,689
-3,527 Reduced 4.98%
67,299 $5.23 Million
Q1 2024

Apr 17, 2024
BUY
$75.25 - $80.63 $207,915 - $222,780
2,763 Added 4.06%
70,826 $5.71 Million
Q4 2023

Jan 16, 2024
SELL
$66.9 - $76.32 $140,289 - $160,043
-2,097 Reduced 2.99%
68,063 $5.18 Million
Q3 2023

Nov 03, 2023
SELL
$70.63 - $75.66 $62,790 - $67,261
-889 Reduced 1.25%
70,160 $4.96 Million
Q2 2023

Jul 18, 2023
BUY
$69.18 - $73.94 $126,322 - $135,014
1,826 Added 2.64%
71,049 $5.16 Million
Q1 2023

Apr 18, 2023
BUY
$70.28 - $78.03 $38,021 - $42,214
541 Added 0.79%
69,223 $5.06 Million
Q4 2022

Jan 27, 2023
BUY
$67.16 - $79.06 $376,028 - $442,656
5,599 Added 8.88%
68,682 $0
Q3 2022

Oct 26, 2022
BUY
$66.43 - $77.87 $242,801 - $284,614
3,655 Added 6.15%
63,083 $4.19 Million
Q2 2022

Jul 21, 2022
BUY
$70.31 - $80.24 $294,598 - $336,205
4,190 Added 7.59%
59,428 $4.26 Million
Q1 2022

May 06, 2022
SELL
$75.14 - $81.94 $56,505 - $61,618
-752 Reduced 1.34%
55,238 $4.36 Million
Q4 2021

Feb 01, 2022
SELL
$74.93 - $80.86 $42,485 - $45,847
-567 Reduced 1.0%
55,990 $4.53 Million
Q3 2021

Oct 22, 2021
SELL
$74.23 - $78.13 $377,682 - $397,525
-5,088 Reduced 8.25%
56,557 $4.2 Million
Q2 2021

Jul 28, 2021
BUY
$73.32 - $77.65 $4,545 - $4,814
62 Added 0.1%
61,645 $4.66 Million
Q1 2021

May 04, 2021
BUY
$63.23 - $73.67 $53,808 - $62,693
851 Added 1.4%
61,583 $4.49 Million
Q4 2020

Feb 09, 2021
SELL
$54.8 - $65.16 $424,700 - $504,990
-7,750 Reduced 11.32%
60,732 $3.9 Million
Q3 2020

Oct 22, 2020
BUY
$50.37 - $58.54 $46,995 - $54,617
933 Added 1.38%
68,482 $3.79 Million
Q2 2020

Aug 06, 2020
SELL
$43.56 - $56.5 $29,098 - $37,742
-668 Reduced 0.98%
67,549 $3.5 Million
Q1 2020

Apr 29, 2020
SELL
$39.5 - $59.28 $86,505 - $129,823
-2,190 Reduced 3.11%
68,217 $3.07 Million
Q4 2019

Jan 14, 2020
BUY
$52.87 - $58.15 $81,789 - $89,958
1,547 Added 2.25%
70,407 $4.08 Million
Q3 2019

Oct 29, 2019
SELL
$54.39 - $55.76 $483,690 - $495,873
-8,893 Reduced 11.44%
68,860 $3.77 Million
Q2 2019

Jul 19, 2019
SELL
N/A
-32,384 Reduced 29.4%
77,753 $4.13 Million
Q1 2019

Apr 12, 2019
BUY
N/A
4,973 Added 4.73%
110,137 $5.76 Million
Q4 2018

Jan 25, 2019
BUY
N/A
3,532 Added 3.48%
105,164 $4.94 Million
Q3 2018

Nov 05, 2018
BUY
N/A
5,047 Added 5.23%
101,632 $5.39 Million
Q2 2018

Jul 25, 2018
SELL
N/A
-7,510 Reduced 7.21%
96,585 $4.76 Million
Q1 2018

May 02, 2018
BUY
N/A
8,212 Added 8.56%
104,095 $5.1 Million
Q4 2017

Feb 22, 2018
BUY
N/A
95,883
95,883 $4.91 Million

Others Institutions Holding SCHD

# of Institutions
2,059
Shares Held
873M
Call Options Held
4.95M
Put Options Held
2.61M
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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