First Foundation Advisors Schwab Strategic Tr Us Dividen Transaction History

First Foundation Advisors

$2.4 Billion
Q1 2025

A detailed history of First Foundation Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, First Foundation Advisors holds 13,797 shares of SCHD stock, worth $369,069. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,797

Previous 12,387 11.38%

Holding current value

$369,069

Previous $338,000 13.91%

% of portfolio

0.02%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$27.01 - $28.54 $38,084 - $40,241	1,410 Added 11.38%	13,797 $385,000
Q4 2024 Feb 13, 2025	BUY	$26.93 - $84.95 $227,747 - $718,422	8,457 Added 215.19%	12,387 $338,000
Q3 2024 Nov 13, 2024	BUY	$77.02 - $85.06 $39,280 - $43,380	510 Added 14.91%	3,930 $332,000
Q1 2024 May 09, 2024	SELL	$75.25 - $80.63 $4,214 - $4,515	-56 Reduced 1.61%	3,420 $275,000
Q4 2023 Feb 14, 2024	SELL	$66.9 - $76.32 $4,415 - $5,037	-66 Reduced 1.86%	3,476 $264,000
Q3 2023 Nov 15, 2023	SELL	$70.63 - $75.66 $740,061 - $792,765	-10,478 Reduced 74.74%	3,542 $250,000
Q2 2023 Aug 14, 2023	BUY	$69.18 - $73.94 $18,194 - $19,446	263 Added 1.91%	14,020 $1.02 Million
Q1 2023 May 12, 2023	SELL	$70.28 - $78.03 $310,497 - $344,736	-4,418 Reduced 24.31%	13,757 $1.01 Million
Q4 2022 Feb 14, 2023	BUY	$67.16 - $79.06 $1 Million - $1.18 Million	14,900 Added 454.96%	18,175 $1.37 Million
Q3 2022 Nov 10, 2022	BUY	$66.43 - $77.87 $217,558 - $255,024	3,275 New	3,275 $218,000
Q4 2020 Feb 16, 2021	SELL	$54.8 - $65.16 $244,024 - $290,157	-4,453 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$50.37 - $58.54 $503 - $585	10 Added 0.23%	4,453 $246,000
Q2 2020 Aug 14, 2020	BUY	$43.56 - $56.5 $193,537 - $251,029	4,443 New	4,443 $230,000

Others Institutions Holding SCHD

# of Institutions

2,003

Shares Held

897M

Call Options Held

4.42M

Put Options Held

2.23M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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First Foundation Advisors Schwab Strategic Tr Us Dividen Transaction History