Kovack Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Kovack Advisors, Inc.

$1.02 Billion
Q3 2025

A detailed history of Kovack Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kovack Advisors, Inc. holds 66,695 shares of SCHD stock, worth $1.82 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

66,695

Previous 69,614 4.19%

Holding current value

$1.82 Million

Previous $1.84 Million 1.3%

% of portfolio

0.18%

Previous 0.19%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$26.38 - $27.95 $77,003 - $81,586	-2,919 Reduced 4.19%	66,695 $1.82 Million
Q2 2025 Aug 04, 2025	BUY	$24.32 - $27.87 $184,199 - $211,087	7,574 Added 12.21%	69,614 $1.84 Million
Q1 2025 May 06, 2025	BUY	$27.01 - $28.54 $75,519 - $79,797	2,796 Added 4.72%	62,040 $1.73 Million
Q4 2024 Feb 04, 2025	BUY	$26.93 - $84.95 $1.11 Million - $3.51 Million	41,279 Added 229.77%	59,244 $1.62 Million
Q3 2024 Nov 05, 2024	SELL	$77.02 - $85.06 $44,825 - $49,504	-582 Reduced 3.14%	17,965 $1.52 Million

Q2 2024 Aug 02, 2024	BUY	$75.81 - $80.15 $71,792 - $75,902	947 Added 5.38%	18,547 $1.44 Million
Q1 2024 Apr 19, 2024	BUY	$75.25 - $80.63 $21,145 - $22,657	281 Added 1.62%	17,600 $1.42 Million
Q4 2023 Feb 02, 2024	SELL	$66.9 - $76.32 $2.99 Million - $3.41 Million	-44,677 Reduced 72.06%	17,319 $1.32 Million
Q3 2023 Oct 19, 2023	SELL	$70.63 - $75.66 $5.32 Million - $5.7 Million	-75,303 Reduced 54.85%	61,996 $4.39 Million
Q2 2023 Jul 21, 2023	SELL	$69.18 - $73.94 $3.14 Million - $3.35 Million	-45,353 Reduced 24.83%	137,299 $9.97 Million
Q1 2023 Apr 20, 2023	SELL	$70.28 - $78.03 $153,913 - $170,885	-2,190 Reduced 1.18%	182,652 $13.4 Million
Q4 2022 Feb 22, 2023	SELL	$67.16 - $79.06 $54,735 - $64,433	-815 Reduced 0.44%	184,842 $14 Million
Q3 2022 Nov 14, 2022	BUY	$66.43 - $77.87 $127,014 - $148,887	1,912 Added 1.04%	185,657 $12.3 Million
Q2 2022 Aug 10, 2022	BUY	$70.31 - $80.24 $3.45 Million - $3.94 Million	49,090 Added 36.46%	183,745 $13.2 Million
Q1 2022 May 16, 2022	BUY	$75.14 - $81.94 $360,070 - $392,656	4,792 Added 3.69%	134,655 $10.6 Million
Q4 2021 Jan 18, 2022	BUY	$74.93 - $80.86 $3.42 Million - $3.69 Million	45,672 Added 54.25%	129,863 $10.5 Million
Q3 2021 Nov 03, 2021	BUY	$74.23 - $78.13 $557,467 - $586,756	7,510 Added 9.79%	84,191 $6.25 Million
Q2 2021 Jul 29, 2021	BUY	$73.32 - $77.65 $87,837 - $93,024	1,198 Added 1.59%	76,681 $5.8 Million
Q1 2021 May 04, 2021	BUY	$63.23 - $73.67 $4.17 Million - $4.85 Million	65,896 Added 687.35%	75,483 $5.5 Million
Q4 2020 Jan 14, 2021	SELL	$54.8 - $65.16 $52,060 - $61,902	-950 Reduced 9.02%	9,587 $615,000
Q3 2020 Nov 02, 2020	SELL	$50.37 - $58.54 $1,259 - $1,463	-25 Reduced 0.24%	10,537 $583,000
Q2 2020 Jul 31, 2020	SELL	$43.56 - $56.5 $44,649 - $57,912	-1,025 Reduced 8.85%	10,562 $547,000
Q1 2020 Apr 30, 2020	SELL	$39.5 - $59.28 $1.78 Million - $2.68 Million	-45,134 Reduced 79.57%	11,587 $521,000
Q4 2019 Jan 29, 2020	BUY	$52.87 - $58.15 $2.42 Million - $2.66 Million	45,684 Added 413.92%	56,721 $3.29 Million
Q3 2019 Oct 31, 2019	SELL	$54.39 - $55.76 $101,491 - $104,048	-1,866 Reduced 14.46%	11,037 $605,000
Q2 2019 Aug 14, 2019	BUY	N/A	3,735 Added 40.74%	12,903 $685,000
Q1 2019 May 03, 2019	BUY	N/A	4,000 Added 77.4%	9,168 $479,000
Q4 2018 Feb 06, 2019	BUY	N/A	168 Added 3.36%	5,168 $243,000
Q2 2018 Aug 01, 2018	BUY	N/A	5,000 New	5,000 $246,000

Others Institutions Holding SCHD

# of Institutions

2,059

Shares Held

873M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Kovack Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History