Frederick Financial Consultants, LLC Schwab Strategic Tr Us Dividen Transaction History

Frederick Financial Consultants, LLC

  • $178 Billion
  • Q3 2025

A detailed history of Frederick Financial Consultants, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Frederick Financial Consultants, LLC holds 9,670 shares of SCHD stock, worth $263,410. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,670
Previous 13,889 30.38%
Holding current value
$263,410
Previous $368 Million 28.27%
% of portfolio
0.15%
Previous 0.23%

Shares

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

Nov 14, 2025
SELL
$26.38 - $27.95 $111,297 - $117,921
-4,219 Reduced 30.38%
9,670 $264 Million
Q2 2025

Aug 04, 2025
SELL
$24.32 - $27.87 $43,581 - $49,943
-1,792 Reduced 11.43%
13,889 $368 Million
Q1 2025

May 02, 2025
SELL
$27.01 - $28.54 $17,880 - $18,893
-662 Reduced 4.05%
15,681 $438 Million
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $440,116 - $1.39 Million
16,343 New
16,343 $446 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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