Grandview Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History

Grandview Asset Management LLC

$312 Million
Q2 2025

A detailed history of Grandview Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Grandview Asset Management LLC holds 11,589 shares of SCHD stock, worth $314,989. This represents 0.1% of its overall portfolio holdings.

Number of Shares

11,589

Previous 12,148 4.6%

Holding current value

$314,989

Previous $340,000 9.71%

% of portfolio

0.1%

Previous 0.13%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$24.32 - $27.87 $13,594 - $15,579	-559 Reduced 4.6%	11,589 $307,000
Q1 2025 Apr 21, 2025	SELL	$27.01 - $28.54 $12,667 - $13,385	-469 Reduced 3.72%	12,148 $340,000
Q4 2024 Jan 13, 2025	BUY	$26.93 - $84.95 $339,775 - $1.07 Million	12,617 New	12,617 $345,000
Q1 2024 Apr 10, 2024	SELL	$75.25 - $80.63 $10,535 - $11,288	-140 Reduced 2.93%	4,642 $374,000
Q4 2023 Jan 11, 2024	BUY	$66.9 - $76.32 $3,478 - $3,968	52 Added 1.1%	4,782 $364,000
Q3 2023 Oct 27, 2023	BUY	$70.63 - $75.66 $334,079 - $357,871	4,730 New	4,730 $335,000
Q1 2023 Apr 13, 2023	SELL	$70.28 - $78.03 $27,760 - $30,821	-395 Reduced 7.58%	4,816 $352,000
Q4 2022 Jan 09, 2023	SELL	$67.16 - $79.06 $23,304 - $27,433	-347 Reduced 6.24%	5,211 $394,000
Q3 2022 Oct 11, 2022	BUY	$66.43 - $77.87 $2,723 - $3,192	41 Added 0.74%	5,558 $369,000
Q2 2022 Jul 11, 2022	SELL	$70.31 - $80.24 $39,162 - $44,693	-557 Reduced 9.17%	5,517 $395,000
Q1 2022 Apr 26, 2022	SELL	$75.14 - $81.94 $57,932 - $63,175	-771 Reduced 11.26%	6,074 $479,000
Q4 2021 Jan 21, 2022	BUY	$74.93 - $80.86 $512,895 - $553,486	6,845 New	6,845 $553,000
Q3 2021 Nov 10, 2021	SELL	$74.23 - $78.13 $475,294 - $500,266	-6,403 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$73.32 - $77.65 $15,470 - $16,384	-211 Reduced 3.19%	6,403 $484,000
Q1 2021 May 06, 2021	BUY	$63.23 - $73.67 $386,588 - $450,418	6,114 Added 1222.8%	6,614 $482,000
Q1 2021 May 06, 2021	SELL	$63.23 - $73.67 $329,491 - $383,894	-5,211 Reduced 91.24%	500 $24,000
Q4 2020 Jan 21, 2021	BUY	$54.8 - $65.16 $4,000 - $4,756	73 Added 1.29%	5,711 $366,000
Q3 2020 Oct 30, 2020	BUY	$50.37 - $58.54 $283,986 - $330,048	5,638 New	5,638 $312,000

Others Institutions Holding SCHD

# of Institutions

2,011

Shares Held

889M

Call Options Held

4.51M

Put Options Held

2.75M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Grandview Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History