Insight Inv LLC Schwab Strategic Tr Us Dividen Transaction History

Insight Inv LLC

$169 Million
Q3 2025

A detailed history of Insight Inv LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Insight Inv LLC holds 24,974 shares of SCHD stock, worth $663,559. This represents 0.4% of its overall portfolio holdings.

Number of Shares

24,974

Holding current value

$663,559

% of portfolio

0.4%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 28, 2025	BUY	$26.38 - $27.95 $658,814 - $698,023	24,974 New	24,974 $681,000

Others Institutions Holding SCHD

# of Institutions

2,028

Shares Held

838M

Call Options Held

4.51M

Put Options Held

2.75M

Lpl Financial LLC Fort Mill, SC

39.2M
Shares

$1.04 Billion
0.37% of portfolio
Rakuten Investment Management, Inc. Tokyo, M0

33M
Shares

$878 Million
4.23% of portfolio
Wealthspire Advisors, LLC New York, NY

29M
Shares

$770 Million
4.36% of portfolio
Bank Of America Corp Charlotte, NC

28.6M
Shares

$759 Million
0.06% of portfolio
Avantax Advisory Services, Inc.

28.4M
Shares

$756 Million
4.28% of portfolio

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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