A detailed history of Davis R M Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Davis R M Inc holds 16,518 shares of SCHD stock, worth $452,758. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,518
Previous 16,673 0.93%
Holding current value
$452,758
Previous $466,000 6.22%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 07, 2025

SELL
$24.32 - $27.87 $3,769 - $4,319
-155 Reduced 0.93%
16,518 $437,000
Q1 2025

May 08, 2025

SELL
$27.01 - $28.54 $36,463 - $38,529
-1,350 Reduced 7.49%
16,673 $466,000
Q4 2024

Feb 07, 2025

BUY
$26.93 - $84.95 $485,359 - $1.53 Million
18,023 New
18,023 $492,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Davis R M Inc Portfolio

Follow Davis R M Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Davis R M Inc, based on Form 13F filings with the SEC.

News

Stay updated on Davis R M Inc with notifications on news.