Investment Partners Asset Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Investment Partners Asset Management, Inc.

$152 Billion
Q3 2025

A detailed history of Investment Partners Asset Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Investment Partners Asset Management, Inc. holds 21,911 shares of SCHD stock, worth $596,855. This represents 0.39% of its overall portfolio holdings.

Number of Shares

21,911

Previous 21,846 0.3%

Holding current value

$596,855

Previous $579 Million 3.32%

% of portfolio

0.39%

Previous 0.4%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$26.38 - $27.95 $1,714 - $1,816	65 Added 0.3%	21,911 $598 Million
Q2 2025 Jul 16, 2025	BUY	$24.32 - $27.87 $4,718 - $5,406	194 Added 0.9%	21,846 $579 Million
Q1 2025 Apr 15, 2025	BUY	$27.01 - $28.54 $8,211 - $8,676	304 Added 1.42%	21,652 $605 Million
Q4 2024 Jan 29, 2025	BUY	$26.93 - $84.95 $355,206 - $1.12 Million	13,190 Added 161.68%	21,348 $583 Million
Q3 2024 Oct 24, 2024	BUY	$77.02 - $85.06 $154 - $170	2 Added 0.02%	8,158 $690 Million
Q1 2024 Apr 15, 2024	SELL	$75.25 - $80.63 $1,580 - $1,693	-21 Reduced 0.26%	8,156 $658 Million
Q4 2023 Jan 25, 2024	BUY	$66.9 - $76.32 $547,041 - $624,068	8,177 New	8,177 $623 Million

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Investment Partners Asset Management, Inc. Schwab Strategic Tr Us Dividen Transaction History