Elevate Wealth Advisory, Inc Schwab Strategic Tr Us Dividen Transaction History

Elevate Wealth Advisory, Inc

$138 Billion
Q3 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 64,054 shares of SCHD stock, worth $1.74 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

64,054

Previous 63,632 0.66%

Holding current value

$1.74 Million

Previous $1.69 Billion 3.7%

% of portfolio

1.27%

Previous 1.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$26.38 - $27.95 $11,132 - $11,794	422 Added 0.66%	64,054 $1.75 Billion
Q2 2025 Jul 23, 2025	BUY	$24.32 - $27.87 $161,703 - $185,307	6,649 Added 11.67%	63,632 $1.69 Billion
Q1 2025 May 14, 2025	BUY	$27.01 - $28.54 $105,744 - $111,734	3,915 Added 7.38%	56,983 $1.59 Billion
Q4 2024 Feb 11, 2025	BUY	$26.93 - $84.95 $1.03 Million - $3.24 Million	38,096 Added 254.45%	53,068 $1.43 Billion
Q3 2024 Nov 13, 2024	BUY	$77.02 - $85.06 $113,989 - $125,888	1,480 Added 10.97%	14,972 $1.27 Billion
Q2 2024 Aug 12, 2024	BUY	$75.81 - $80.15 $32,067 - $33,903	423 Added 3.24%	13,492 $1.06 Billion
Q1 2024 May 02, 2024	BUY	$75.25 - $80.63 $14,899 - $15,964	198 Added 1.54%	13,069 $1.05 Billion
Q4 2023 Feb 14, 2024	BUY	$66.9 - $76.32 $861,069 - $982,314	12,871 New	12,871 $980 Million

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Elevate Wealth Advisory, Inc Schwab Strategic Tr Us Dividen Transaction History