Lgt Financial Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Lgt Financial Advisors LLC

$39.4 Billion
Q2 2025

A detailed history of Lgt Financial Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 3,072 shares of SCHD stock, worth $81,623. This represents 0.21% of its overall portfolio holdings.

Number of Shares

3,072

Previous 4,323 28.94%

Holding current value

$81,623

Previous $121 Million 32.65%

% of portfolio

0.21%

Previous 0.37%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$24.32 - $27.87 $30,424 - $34,865	-1,251 Reduced 28.94%	3,072 $81.4 Million
Q1 2025 May 08, 2025	SELL	$27.01 - $28.54 $42,702 - $45,121	-1,581 Reduced 26.78%	4,323 $121 Million
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $102,657 - $323,829	3,812 Added 182.22%	5,904 $161 Million
Q3 2024 Oct 31, 2024	SELL	$77.02 - $85.06 $173,911 - $192,065	-2,258 Reduced 51.91%	2,092 $177 Million
Q2 2024 Aug 05, 2024	SELL	$75.81 - $80.15 $25,851 - $27,331	-341 Reduced 7.27%	4,350 $338 Million
Q1 2024 May 02, 2024	SELL	$75.25 - $80.63 $95,341 - $102,158	-1,267 Reduced 21.27%	4,691 $378 Million
Q4 2023 Feb 12, 2024	SELL	$66.9 - $76.32 $12,577 - $14,348	-188 Reduced 3.06%	5,958 $454 Million
Q3 2023 Nov 01, 2023	SELL	$70.63 - $75.66 $123,885 - $132,707	-1,754 Reduced 22.2%	6,146 $435 Million
Q2 2023 Aug 14, 2023	BUY	$69.18 - $73.94 $546,522 - $584,126	7,900 New	7,900 $574 Million
Q4 2022 Feb 14, 2023	BUY	$67.16 - $79.06 $2.35 Million - $2.77 Million	35,040 New	35,040 $2.65 Billion

Others Institutions Holding SCHD

# of Institutions

2,034

Shares Held

840M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.

Account

Lgt Financial Advisors LLC Schwab Strategic Tr Us Dividen Transaction History