Dana Investment Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Dana Investment Advisors, Inc.

$2.96 Billion
Q2 2025

A detailed history of Dana Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Dana Investment Advisors, Inc. holds 9,032 shares of SCHD stock, worth $247,567. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,032

Previous 16,779 46.17%

Holding current value

$247,567

Previous $469,000 49.04%

% of portfolio

0.01%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$24.32 - $27.87 $188,407 - $215,908	-7,747 Reduced 46.17%	9,032 $239,000
Q1 2025 May 15, 2025	BUY	$27.01 - $28.54 $195,714 - $206,800	7,246 Added 76.01%	16,779 $469,000
Q4 2024 Feb 06, 2025	BUY	$26.93 - $84.95 $189,694 - $598,387	7,044 Added 283.01%	9,533 $260,000
Q3 2024 Nov 13, 2024	BUY	$77.02 - $85.06 $191,702 - $211,714	2,489 New	2,489 $210,000
Q4 2023 Feb 07, 2024	SELL	$66.9 - $76.32 $66,900 - $76,320	-1,000 Reduced 22.13%	3,518 $267,000
Q3 2023 Nov 15, 2023	SELL	$70.63 - $75.66 $20,906 - $22,395	-296 Reduced 6.15%	4,518 $319,000
Q2 2023 Aug 15, 2023	SELL	$69.18 - $73.94 $737,873 - $788,644	-10,666 Reduced 68.9%	4,814 $349,000
Q1 2023 May 15, 2023	SELL	$70.28 - $78.03 $1.93 Million - $2.15 Million	-27,495 Reduced 63.98%	15,480 $1.13 Million
Q4 2022 Feb 13, 2023	BUY	$67.16 - $79.06 $630,162 - $741,819	9,383 Added 27.93%	42,975 $3.25 Million
Q3 2022 Nov 15, 2022	BUY	$66.43 - $77.87 $11,425 - $13,393	172 Added 0.51%	33,592 $2.23 Million
Q2 2022 Aug 15, 2022	BUY	$70.31 - $80.24 $538,433 - $614,477	7,658 Added 29.73%	33,420 $2.39 Million
Q1 2022 May 12, 2022	BUY	$75.14 - $81.94 $1.94 Million - $2.11 Million	25,762 New	25,762 $2.03 Million

Others Institutions Holding SCHD

# of Institutions

2,015

Shares Held

890M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dana Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Dana Investment Advisors, Inc. with notifications on news.

Account

Dana Investment Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History