Delap Wealth Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History

Delap Wealth Advisory, LLC

  • $208 Billion
  • Q2 2025

A detailed history of Delap Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 23,302 shares of SCHD stock, worth $626,357. This represents 0.3% of its overall portfolio holdings.

Number of Shares
23,302
Previous 22,717 2.58%
Holding current value
$626,357
Previous $635 Million 2.78%
% of portfolio
0.3%
Previous 0.35%

Shares

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

Jul 28, 2025
BUY
$24.32 - $27.87 $14,227 - $16,303
585 Added 2.58%
23,302 $618 Million
Q1 2025

May 08, 2025
SELL
$27.01 - $28.54 $13,559 - $14,327
-502 Reduced 2.16%
22,717 $635 Million
Q4 2024

Feb 04, 2025
BUY
$26.93 - $84.95 $625,287 - $1.97 Million
23,219 New
23,219 $634 Million

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
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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