Ehrlich Financial Group Schwab Strategic Tr Us Dividen Transaction History

Ehrlich Financial Group

$168 Billion
Q3 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 52,726 shares of SCHD stock, worth $1.4 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

52,726

Previous 53,607 1.64%

Holding current value

$1.4 Million

Previous $1.42 Billion 1.33%

% of portfolio

0.85%

Previous 0.92%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$26.38 - $27.95 $23,240 - $24,623	-881 Reduced 1.64%	52,726 $1.44 Billion
Q2 2025 Jul 08, 2025	BUY	$24.32 - $27.87 $100,757 - $115,465	4,143 Added 8.38%	53,607 $1.42 Billion
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

2,017

Shares Held

845M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Ehrlich Financial Group Schwab Strategic Tr Us Dividen Transaction History