Forum Private Client Group LLC Schwab Strategic Tr Us Dividen Transaction History

Forum Private Client Group LLC

  • $281 Billion
  • Q3 2025

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 $333,989. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,261
Previous 12,261 -0.0%
Holding current value
$333,989
Previous $325 Million 3.02%
% of portfolio
0.12%
Previous 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

# of Institutions
2,058
Shares Held
872M
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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