Joseph Group Capital Management Schwab Strategic Tr Us Dividen Transaction History

Joseph Group Capital Management

$329 Million
Q3 2025

A detailed history of Joseph Group Capital Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Joseph Group Capital Management holds 338,742 shares of SCHD stock, worth $9.23 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares

338,742

Previous 342,239 1.02%

Holding current value

$9.23 Million

Previous $9.07 Million 1.96%

% of portfolio

2.81%

Previous 3.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$26.38 - $27.95 $92,250 - $97,741	-3,497 Reduced 1.02%	338,742 $9.25 Million
Q2 2025 Aug 07, 2025	BUY	$24.32 - $27.87 $475,966 - $545,443	19,571 Added 6.07%	342,239 $9.07 Million
Q1 2025 Apr 30, 2025	BUY	$27.01 - $28.54 $283,172 - $299,213	10,484 Added 3.36%	322,668 $9.02 Million
Q4 2024 Feb 12, 2025	BUY	$26.93 - $84.95 $5.58 Million - $17.6 Million	207,080 Added 197.02%	312,184 $8.53 Million
Q3 2024 Nov 07, 2024	BUY	$77.02 - $85.06 $465,739 - $514,357	6,047 Added 6.1%	105,104 $8.88 Million
Q2 2024 Aug 12, 2024	BUY	$75.81 - $80.15 $7.49 Million - $7.92 Million	98,778 Added 35404.3%	99,057 $7.7 Million
Q1 2024 May 13, 2024	BUY	$75.25 - $80.63 $20,994 - $22,495	279 New	279 $22,000

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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Joseph Group Capital Management Schwab Strategic Tr Us Dividen Transaction History