D'Orazio & Associates, Inc. Schwab Strategic Tr Us Dividen Transaction History

D'Orazio & Associates, Inc.

$701 Million
Q2 2025

A detailed history of D'Orazio & Associates, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, D'Orazio & Associates, Inc. holds 10,118 shares of SCHD stock, worth $268,835. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,118

Previous 22,580 55.19%

Holding current value

$268,835

Previous $622,000 56.91%

% of portfolio

0.04%

Previous 0.09%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$24.32 - $27.87 $303,075 - $347,315	-12,462 Reduced 55.19%	10,118 $268,000
Q1 2025 Apr 17, 2025	SELL	$27.01 - $28.54 $196,389 - $207,514	-7,271 Reduced 24.36%	22,580 $622,000
Q4 2024 Jan 28, 2025	BUY	$26.93 - $84.95 $523,169 - $1.65 Million	19,427 Added 186.37%	29,851 $815,000
Q3 2024 Nov 05, 2024	SELL	$77.02 - $85.06 $54,915 - $60,647	-713 Reduced 6.4%	10,424 $881,000
Q2 2024 Aug 07, 2024	SELL	$75.81 - $80.15 $256,616 - $271,307	-3,385 Reduced 23.31%	11,137 $866,000
Q1 2024 May 08, 2024	SELL	$75.25 - $80.63 $137,406 - $147,230	-1,826 Reduced 11.17%	14,522 $1.17 Million
Q4 2023 Feb 07, 2024	SELL	$66.9 - $76.32 $2.48 Million - $2.82 Million	-37,010 Reduced 69.36%	16,348 $1.24 Million
Q3 2023 Oct 10, 2023	SELL	$70.63 - $75.66 $1.58 Million - $1.69 Million	-22,400 Reduced 29.57%	53,358 $3.78 Million
Q2 2023 Aug 04, 2023	SELL	$69.18 - $73.94 $1.15 Million - $1.23 Million	-16,599 Reduced 17.97%	75,758 $5.5 Million
Q1 2023 Apr 21, 2023	SELL	$70.28 - $78.03 $822,697 - $913,419	-11,706 Reduced 11.25%	92,357 $6.76 Million
Q4 2022 Jan 25, 2023	BUY	$67.16 - $79.06 $4.11 Million - $4.84 Million	61,163 Added 142.57%	104,063 $0
Q3 2022 Oct 13, 2022	BUY	$66.43 - $77.87 $2.85 Million - $3.34 Million	42,900 New	42,900 $2.85 Million
Q2 2021 Aug 04, 2021	SELL	$73.32 - $77.65 $2,932 - $3,106	-40 Closed	0 $0
Q2 2020 Jul 22, 2020	SELL	$43.56 - $56.5 $83,243 - $107,971	-1,911 Reduced 97.95%	40 $2,000
Q4 2019 Jan 22, 2020	SELL	$52.87 - $58.15 $1,480 - $1,628	-28 Reduced 1.41%	1,951 $113,000
Q3 2019 Nov 01, 2019	BUY	$54.39 - $55.76 $103,939 - $106,557	1,911 Added 2810.29%	1,979 $108,000
Q4 2018 Jan 24, 2019	BUY	N/A	30 Added 78.95%	68 $3,000
Q4 2017 Feb 06, 2018	BUY	N/A	38	38 $2,000

Others Institutions Holding SCHD

# of Institutions

2,022

Shares Held

839M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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D'Orazio & Associates, Inc. Schwab Strategic Tr Us Dividen Transaction History