Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$75.25 - $80.63 $4.27 Million - $4.57 Million
-56,707 Reduced 64.2%
31,626 $2.55 Million
Q4 2023

Feb 07, 2024

SELL
$66.9 - $76.32 $27,094 - $30,909
-405 Reduced 0.46%
88,333 $6.72 Million
Q3 2023

Nov 08, 2023

SELL
$70.63 - $75.66 $8.63 Million - $9.24 Million
-122,149 Reduced 57.92%
88,738 $6.28 Million
Q2 2023

Aug 08, 2023

BUY
$69.18 - $73.94 $8.78 Million - $9.38 Million
126,877 Added 151.03%
210,887 $15.3 Million
Q1 2023

May 05, 2023

SELL
$70.28 - $78.03 $70,420 - $78,186
-1,002 Reduced 1.18%
84,010 $6.15 Million
Q4 2022

Feb 06, 2023

BUY
$67.16 - $79.06 $2.27 Million - $2.67 Million
33,774 Added 65.92%
85,012 $6.42 Million
Q3 2022

Nov 08, 2022

SELL
$66.43 - $77.87 $99,113 - $116,182
-1,492 Reduced 2.83%
51,238 $3.4 Million
Q2 2022

Aug 05, 2022

BUY
$70.31 - $80.24 $110,246 - $125,816
1,568 Added 3.06%
52,730 $3.78 Million
Q1 2022

May 10, 2022

BUY
$75.14 - $81.94 $81,526 - $88,904
1,085 Added 2.17%
51,162 $4.04 Million
Q4 2021

Apr 15, 2022

SELL
$74.93 - $80.86 $61,442 - $66,305
-820 Reduced 1.61%
50,077 $4.05 Million
Q4 2021

Feb 15, 2022

BUY
$74.93 - $80.86 $269,148 - $290,449
3,592 Added 7.59%
50,897 $4.11 Million
Q3 2021

Nov 01, 2021

SELL
$74.23 - $78.13 $1.42 Million - $1.49 Million
-19,115 Reduced 28.78%
47,305 $3.51 Million
Q2 2021

Aug 05, 2021

SELL
$73.32 - $77.65 $1.94 Million - $2.05 Million
-26,459 Reduced 28.49%
66,420 $5.02 Million
Q1 2021

May 07, 2021

BUY
$63.23 - $73.67 $210,619 - $245,394
3,331 Added 3.72%
92,879 $6.77 Million
Q4 2020

Feb 12, 2021

BUY
$54.8 - $65.16 $4.91 Million - $5.83 Million
89,548 New
89,548 $5.74 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Lebenthal Global Advisors, LLC Portfolio

Follow Lebenthal Global Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lebenthal Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lebenthal Global Advisors, LLC with notifications on news.