Financial Sense Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Financial Sense Advisors, Inc.

$343 Million
Q2 2025

A detailed history of Financial Sense Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Sense Advisors, Inc. holds 59,489 shares of SCHD stock, worth $1.6 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

59,489

Holding current value

$1.6 Million

% of portfolio

0.46%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$24.32 - $27.87 $1.45 Million - $1.66 Million	59,489 New	59,489 $1.58 Million
Q2 2024 Jul 23, 2024	BUY	$75.81 - $80.15 $685,322 - $724,556	9,040 Added 11.04%	90,947 $7.07 Million
Q1 2024 Apr 19, 2024	BUY	$75.25 - $80.63 $6.16 Million - $6.6 Million	81,907 New	81,907 $6.6 Million
Q2 2022 Jul 18, 2022	SELL	$70.31 - $80.24 $202,422 - $231,010	-2,879 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$75.14 - $81.94 $216,328 - $235,905	2,879 New	2,879 $227,000
Q2 2021 Jul 29, 2021	SELL	$73.32 - $77.65 $351,056 - $371,788	-4,788 Closed	0 $0
Q1 2021 Apr 28, 2021	SELL	$63.23 - $73.67 $57,412 - $66,892	-908 Reduced 15.94%	4,788 $349,000
Q4 2020 Feb 03, 2021	SELL	$54.8 - $65.16 $17,152 - $20,395	-313 Reduced 5.21%	5,696 $365,000
Q3 2020 Oct 21, 2020	SELL	$50.37 - $58.54 $31,833 - $36,997	-632 Reduced 9.52%	6,009 $332,000
Q2 2020 Jul 20, 2020	BUY	$43.56 - $56.5 $18,338 - $23,786	421 Added 6.77%	6,641 $344,000
Q1 2020 Apr 20, 2020	SELL	$39.5 - $59.28 $1.01 Million - $1.52 Million	-25,671 Reduced 80.5%	6,220 $280,000
Q4 2019 Jan 23, 2020	SELL	$52.87 - $58.15 $862,626 - $948,775	-16,316 Reduced 33.85%	31,891 $1.85 Million
Q3 2019 Nov 08, 2019	SELL	$54.39 - $55.76 $13.7 Million - $14.1 Million	-252,438 Reduced 83.97%	48,207 $2.64 Million
Q2 2019 Aug 02, 2019	BUY	N/A	33,405 Added 12.5%	300,645 $16 Million
Q1 2019 May 06, 2019	SELL	N/A	-6,836 Reduced 2.49%	267,240 $14 Million
Q4 2018 Feb 07, 2019	BUY	N/A	20,332 Added 8.01%	274,076 $12.9 Million
Q3 2018 Nov 01, 2018	SELL	N/A	-4,318 Reduced 1.67%	253,744 $13.4 Million
Q2 2018 Jul 26, 2018	BUY	N/A	39,566 Added 18.11%	258,062 $12.7 Million
Q1 2018 Apr 30, 2018	BUY	N/A	9,704 Added 4.65%	218,496 $10.7 Million
Q4 2017 Feb 09, 2018	BUY	N/A	42,194 Added 25.33%	208,792 $10.7 Million
Q3 2017 Oct 24, 2017	BUY	N/A	166,598	166,598 $7.8 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

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Financial Sense Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History