Ehrlich Financial Group Schwab Strategic Tr Us Dividen Transaction History

Ehrlich Financial Group

$137 Billion
Q1 2025

A detailed history of Ehrlich Financial Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ehrlich Financial Group holds 49,464 shares of SCHD stock, worth $1.28 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

49,464

Previous 51,560 4.07%

Holding current value

$1.28 Million

Previous $1.41 Billion 1.82%

% of portfolio

1.01%

Previous 1.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$27.01 - $28.54 $56,612 - $59,819	-2,096 Reduced 4.07%	49,464 $1.38 Billion
Q4 2024 Jan 13, 2025	BUY	$26.93 - $84.95 $979,632 - $3.09 Million	36,377 Added 239.59%	51,560 $1.41 Billion
Q3 2024 Oct 07, 2024	BUY	$77.02 - $85.06 $44,055 - $48,654	572 Added 3.91%	15,183 $1.28 Billion
Q2 2024 Jul 12, 2024	SELL	$75.81 - $80.15 $756,280 - $799,576	-9,976 Reduced 40.57%	14,611 $1.14 Billion
Q1 2024 Apr 15, 2024	BUY	$75.25 - $80.63 $44,472 - $47,652	591 Added 2.46%	24,587 $1.98 Billion
Q4 2023 Feb 13, 2024	BUY	$66.9 - $76.32 $1.61 Million - $1.83 Million	23,996 New	23,996 $1.83 Billion

Others Institutions Holding SCHD

# of Institutions

1,974

Shares Held

847M

Call Options Held

4.82M

Put Options Held

2.73M

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 Ehrlich Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Ehrlich Financial Group with notifications on news.

Account

Ehrlich Financial Group Schwab Strategic Tr Us Dividen Transaction History