Flagship Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Flagship Wealth Advisors, LLC

  • $303 Billion
  • Q3 2025

A detailed history of Flagship Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Flagship Wealth Advisors, LLC holds 215,575 shares of SCHD stock, worth $5.87 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
215,575
Previous 382,918 43.7%
Holding current value
$5.87 Million
Previous $10.1 Billion 42.0%
% of portfolio
1.94%
Previous 3.83%

Shares

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

Oct 30, 2025
SELL
$26.38 - $27.95 $4.41 Million - $4.68 Million
-167,343 Reduced 43.7%
215,575 $5.89 Billion
Q2 2025

Aug 07, 2025
SELL
$24.32 - $27.87 $141,664 - $162,342
-5,825 Reduced 1.5%
382,918 $10.1 Billion
Q1 2025

May 09, 2025
BUY
$27.01 - $28.54 $4.51 Million - $4.77 Million
167,159 Added 75.44%
388,743 $10.9 Billion
Q4 2024

Feb 10, 2025
BUY
$26.93 - $84.95 $5.97 Million - $18.8 Million
221,584 New
221,584 $6.05 Billion

Others Institutions Holding SCHD

# of Institutions
2,057
Shares Held
873M
Call Options Held
4.95M
Put Options Held
2.61M
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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