Fort Sheridan Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Fort Sheridan Advisors LLC

  • $686 Million
  • Q2 2025

A detailed history of Fort Sheridan Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fort Sheridan Advisors LLC holds 25,557 shares of SCHD stock, worth $679,049. This represents 0.1% of its overall portfolio holdings.

Number of Shares
25,557
Previous 16,748 52.6%
Holding current value
$679,049
Previous $468,000 44.66%
% of portfolio
0.1%
Previous 0.07%

Shares

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

Aug 13, 2025
BUY
$24.32 - $27.87 $214,234 - $245,506
8,809 Added 52.6%
25,557 $677,000
Q1 2025

May 01, 2025
BUY
$27.01 - $28.54 $28,657 - $30,280
1,061 Added 6.76%
16,748 $468,000
Q4 2024

Feb 05, 2025
BUY
$26.93 - $84.95 $294,021 - $927,484
10,918 Added 228.94%
15,687 $428,000
Q3 2024

Nov 14, 2024
SELL
$77.02 - $85.06 $1,694 - $1,871
-22 Reduced 0.46%
4,769 $403,000
Q2 2024

Aug 13, 2024
BUY
$75.81 - $80.15 $363,205 - $383,998
4,791 New
4,791 $372,000

Others Institutions Holding SCHD

# of Institutions
2,022
Shares Held
839M
Call Options Held
4.51M
Put Options Held
2.75M
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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