Investmark Advisory Group LLC Schwab Strategic Tr Us Dividen Transaction History

Investmark Advisory Group LLC

$214 Million
Q3 2025

A detailed history of Investmark Advisory Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Investmark Advisory Group LLC holds 17,371 shares of SCHD stock, worth $461,547. This represents 0.22% of its overall portfolio holdings.

Number of Shares

17,371

Previous 17,313 0.34%

Holding current value

$461,547

Previous $458,000 3.49%

% of portfolio

0.22%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$26.38 - $27.95 $1,530 - $1,621	58 Added 0.34%	17,371 $474,000
Q2 2025 Aug 14, 2025	SELL	$24.32 - $27.87 $45,624 - $52,284	-1,876 Reduced 9.78%	17,313 $458,000
Q1 2025 May 15, 2025	SELL	$27.01 - $28.54 $51,319 - $54,226	-1,900 Reduced 9.01%	19,189 $536,000
Q4 2024 Feb 18, 2025	BUY	$26.93 - $84.95 $379,120 - $1.2 Million	14,078 Added 200.8%	21,089 $576,000
Q3 2024 Nov 14, 2024	SELL	$77.02 - $85.06 $6,623 - $7,315	-86 Reduced 1.21%	7,011 $592,000
Q2 2024 Aug 14, 2024	SELL	$75.81 - $80.15 $54,886 - $58,028	-724 Reduced 9.26%	7,097 $551,000
Q1 2024 May 17, 2024	SELL	$75.25 - $80.63 $228,459 - $244,792	-3,036 Reduced 27.96%	7,821 $630,000
Q4 2023 Feb 14, 2024	BUY	$66.9 - $76.32 $726,333 - $828,606	10,857 New	10,857 $826,000
Q4 2021 May 03, 2022	BUY	$74.93 - $80.86 $93,962 - $101,398	1,254 New	1,254 $101,000

Others Institutions Holding SCHD

# of Institutions

2,034

Shares Held

840M

Call Options Held

4.51M

Put Options Held

2.75M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Investmark Advisory Group LLC Schwab Strategic Tr Us Dividen Transaction History