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 16,345 shares of SCHD stock, worth $445,237. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,345
Previous 16,518 1.05%
Holding current value
$445,237
Previous $437,000 2.06%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2025

SELL
$26.38 - $27.95 $4,563 - $4,835
-173 Reduced 1.05%
16,345 $446,000
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

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