Insight Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Insight Advisors, LLC

  • $387 Million
  • Q2 2025

A detailed history of Insight Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Insight Advisors, LLC holds 209,795 shares of SCHD stock, worth $5.61 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
209,795
Previous 194,197 8.03%
Holding current value
$5.61 Million
Previous $5.36 Million 3.81%
% of portfolio
1.44%
Previous 1.49%

Shares

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

Jul 30, 2025
BUY
$24.32 - $27.87 $379,343 - $434,716
15,598 Added 8.03%
209,795 $5.56 Million
Q1 2025

Apr 11, 2025
BUY
$27.01 - $28.54 $706,122 - $746,121
26,143 Added 15.56%
194,197 $5.36 Million
Q4 2024

Jan 27, 2025
BUY
$26.93 - $84.95 $3.21 Million - $10.1 Million
119,192 Added 243.94%
168,054 $4.59 Million
Q3 2024

Oct 15, 2024
BUY
$77.02 - $85.06 $630,485 - $696,301
8,186 Added 20.12%
48,862 $4.13 Million
Q2 2024

Jul 15, 2024
BUY
$75.81 - $80.15 $1.01 Million - $1.07 Million
13,367 Added 48.95%
40,676 $3.16 Million
Q1 2024

May 06, 2024
BUY
$75.25 - $80.63 $1.23 Million - $1.32 Million
16,370 Added 149.65%
27,309 $2.2 Million
Q4 2023

Jan 23, 2024
BUY
$66.9 - $76.32 $239,702 - $273,454
3,583 Added 48.71%
10,939 $832,000
Q3 2023

Nov 07, 2023
BUY
$70.63 - $75.66 $81,930 - $87,765
1,160 Added 18.72%
7,356 $520,000
Q2 2023

Aug 07, 2023
BUY
$69.18 - $73.94 $59,563 - $63,662
861 Added 16.14%
6,196 $449,000
Q1 2023

May 03, 2023
BUY
$70.28 - $78.03 $374,943 - $416,290
5,335 New
5,335 $390,000

Others Institutions Holding SCHD

# of Institutions
2,003
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Insight Advisors, LLC Portfolio

Follow Insight Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email