Financial Consulate, Inc Schwab Strategic Tr Us Dividen Transaction History

Financial Consulate, Inc

  • $678 Million
  • Q3 2025

A detailed history of Financial Consulate, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Consulate, Inc holds 788,071 shares of SCHD stock, worth $21.5 Million. This represents 3.17% of its overall portfolio holdings.

Number of Shares
788,071
Previous 799,472 1.43%
Holding current value
$21.5 Million
Previous $21.2 Million 1.55%
% of portfolio
3.17%
Previous 4.36%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$26.38 - $27.95 $300,758 - $318,657
-11,401 Reduced 1.43%
788,071 $21.5 Million
Q2 2025

Jul 17, 2025
BUY
$24.32 - $27.87 $496,687 - $569,189
20,423 Added 2.62%
799,472 $21.2 Million
Q1 2025

Apr 25, 2025
BUY
$27.01 - $28.54 $65,796 - $69,523
2,436 Added 0.31%
779,049 $21.8 Million
Q4 2024

Jan 31, 2025
BUY
$26.93 - $84.95 $13.9 Million - $43.8 Million
515,889 Added 197.87%
776,613 $21.2 Million
Q3 2024

Oct 21, 2024
BUY
$77.02 - $85.06 $195,938 - $216,392
2,544 Added 0.99%
260,724 $22 Million
Q2 2024

Jul 19, 2024
BUY
$75.81 - $80.15 $69,138 - $73,096
912 Added 0.35%
258,180 $20.1 Million
Q1 2024

Apr 22, 2024
BUY
$75.25 - $80.63 $152,607 - $163,517
2,028 Added 0.79%
257,268 $20.7 Million
Q4 2023

Jan 31, 2024
BUY
$66.9 - $76.32 $6.3 Million - $7.19 Million
94,212 Added 58.51%
255,240 $19.4 Million
Q3 2023

Oct 23, 2023
SELL
$70.63 - $75.66 $52,054 - $55,761
-737 Reduced 0.46%
161,028 $11.4 Million
Q2 2023

Jul 21, 2023
BUY
$69.18 - $73.94 $150,328 - $160,671
2,173 Added 1.36%
161,765 $11.7 Million
Q1 2023

Apr 17, 2023
BUY
$70.28 - $78.03 $307,264 - $341,147
4,372 Added 2.82%
159,592 $11.7 Million
Q4 2022

Jan 11, 2023
BUY
$67.16 - $79.06 $466,291 - $548,913
6,943 Added 4.68%
155,220 $0
Q3 2022

Oct 20, 2022
BUY
$66.43 - $77.87 $9.85 Million - $11.5 Million
148,277 New
148,277 $9.85 Million
Q2 2022

Jul 19, 2022
SELL
$70.31 - $80.24 $200,453 - $228,764
-2,851 Closed
0 $0
Q1 2022

Apr 28, 2022
SELL
$75.14 - $81.94 $1.57 Million - $1.71 Million
-20,833 Reduced 87.96%
2,851 $225,000
Q4 2021

Feb 07, 2022
SELL
$74.93 - $80.86 $11,764 - $12,695
-157 Reduced 0.66%
23,684 $1.91 Million
Q3 2021

Oct 19, 2021
BUY
$74.23 - $78.13 $82,692 - $87,036
1,114 Added 4.9%
23,841 $1.77 Million
Q2 2021

Jul 22, 2021
BUY
$73.32 - $77.65 $62,615 - $66,313
854 Added 3.9%
22,727 $1.72 Million
Q1 2021

Apr 19, 2021
BUY
$63.23 - $73.67 $18,589 - $21,658
294 Added 1.36%
21,873 $1.6 Million
Q4 2020

Jan 29, 2021
SELL
$54.8 - $65.16 $81,378 - $96,762
-1,485 Reduced 6.44%
21,579 $1.38 Million
Q3 2020

Oct 20, 2020
SELL
$50.37 - $58.54 $58,731 - $68,257
-1,166 Reduced 4.81%
23,064 $1.28 Million
Q2 2020

Jul 22, 2020
SELL
$43.56 - $56.5 $587,232 - $761,676
-13,481 Reduced 35.75%
24,230 $1.25 Million
Q1 2020

Apr 29, 2020
SELL
$39.5 - $59.28 $64,385 - $96,626
-1,630 Reduced 4.14%
37,711 $1.7 Million
Q4 2019

Jan 22, 2020
BUY
$52.87 - $58.15 $22,998 - $25,295
435 Added 1.12%
39,341 $2.28 Million
Q3 2019

Oct 16, 2019
SELL
$54.39 - $55.76 $27,412 - $28,103
-504 Reduced 1.28%
38,906 $2.13 Million
Q2 2019

Jul 24, 2019
SELL
N/A
-50 Reduced 0.13%
39,410 $2.09 Million
Q1 2019

May 01, 2019
BUY
N/A
1,990 Added 5.31%
39,460 $2.06 Million
Q4 2018

Jan 25, 2019
SELL
N/A
-2,783 Reduced 6.91%
37,470 $1.76 Million
Q3 2018

Oct 29, 2018
BUY
N/A
96 Added 0.24%
40,253 $2.13 Million
Q2 2018

Jul 27, 2018
SELL
N/A
-172 Reduced 0.43%
40,157 $1.98 Million
Q1 2018

Apr 16, 2018
SELL
N/A
-531 Reduced 1.3%
40,329 $1.98 Million
Q4 2017

Jan 29, 2018
BUY
N/A
2,702 Added 7.08%
40,860 $2.09 Million
Q3 2017

Oct 19, 2017
BUY
N/A
38,158
38,158 $1.79 Million

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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More about SCHD
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