Fiduciary Family Office, LLC Schwab Strategic Tr Us Dividen Transaction History

Fiduciary Family Office, LLC

  • $305 Billion
  • Q2 2025

A detailed history of Fiduciary Family Office, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fiduciary Family Office, LLC holds 15,483 shares of SCHD stock, worth $416,183. This represents 0.13% of its overall portfolio holdings.

Number of Shares
15,483
Previous 15,000 3.22%
Holding current value
$416,183
Previous $419 Million 2.17%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Jul 30, 2025
BUY
$24.32 - $27.87 $11,746 - $13,461
483 Added 3.22%
15,483 $410 Million
Q1 2025

May 12, 2025
BUY
$27.01 - $28.54 $405,150 - $428,100
15,000 New
15,000 $419 Million
Q3 2024

Oct 30, 2024
BUY
$77.02 - $85.06 $5,391 - $5,954
70 Added 1.4%
5,070 $429 Million
Q1 2024

May 07, 2024
SELL
$75.25 - $80.63 $45,150 - $48,378
-600 Reduced 10.71%
5,000 $403 Million
Q4 2023

May 07, 2024
BUY
$66.9 - $76.32 $374,640 - $427,391
5,600 New
5,600 $426 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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