Greenleaf Trust Schwab Strategic Tr Us Dividen Transaction History

Greenleaf Trust

$11.2 Billion
Q2 2025

A detailed history of Greenleaf Trust transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Greenleaf Trust holds 8,739 shares of SCHD stock, worth $234,904. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,739

Previous 9,639 9.34%

Holding current value

$234,904

Previous $269,000 14.13%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$24.32 - $27.87 $21,888 - $25,083	-900 Reduced 9.34%	8,739 $231,000
Q1 2025 Apr 30, 2025	SELL	$27.01 - $28.54 $81,786 - $86,419	-3,028 Reduced 23.9%	9,639 $269,000
Q4 2024 Jan 24, 2025	BUY	$26.93 - $84.95 $234,587 - $739,999	8,711 Added 220.2%	12,667 $346,000
Q3 2024 Oct 22, 2024	BUY	$77.02 - $85.06 $46,597 - $51,461	605 Added 18.05%	3,956 $334,000
Q2 2024 Jul 22, 2024	SELL	$75.81 - $80.15 $276,554 - $292,387	-3,648 Reduced 52.12%	3,351 $260,000
Q1 2024 Apr 29, 2024	BUY	$75.25 - $80.63 $110,843 - $118,767	1,473 Added 26.66%	6,999 $564,000
Q4 2023 Jan 31, 2024	BUY	$66.9 - $76.32 $166,647 - $190,113	2,491 Added 82.08%	5,526 $420,000
Q3 2023 Nov 09, 2023	SELL	$70.63 - $75.66 $22,601 - $24,211	-320 Reduced 9.54%	3,035 $214,000
Q1 2023 May 11, 2023	BUY	$70.28 - $78.03 $45,682 - $50,719	650 Added 24.03%	3,355 $245,000
Q4 2022 Jan 25, 2023	BUY	$67.16 - $79.06 $181,667 - $213,857	2,705 New	2,705 $204,000

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

895M

Call Options Held

4.52M

Put Options Held

2.31M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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