A detailed history of Forum Private Client Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Forum Private Client Group LLC holds 12,261 shares of SCHD stock, worth $336,074. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,261
Holding current value
$336,074
% of portfolio
0.13%

Shares

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

Aug 12, 2025

BUY
$24.32 - $27.87 $298,187 - $341,714
12,261 New
12,261 $325 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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