Lion Street Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Lion Street Advisors, LLC

$317 Million
Q2 2025

A detailed history of Lion Street Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lion Street Advisors, LLC holds 267,754 shares of SCHD stock, worth $7.2 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares

267,754

Previous 236,527 13.2%

Holding current value

$7.2 Million

Previous $6.52 Million 8.77%

% of portfolio

2.24%

Previous 2.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$24.32 - $27.87 $759,440 - $870,296	31,227 Added 13.2%	267,754 $7.1 Million
Q1 2025 Apr 18, 2025	BUY	$27.01 - $28.54 $356,018 - $376,185	13,181 Added 5.9%	236,527 $6.52 Million
Q4 2024 Jan 27, 2025	BUY	$26.93 - $84.95 $4.35 Million - $13.7 Million	161,550 Added 261.42%	223,346 $6.1 Million
Q3 2024 Oct 10, 2024	BUY	$77.02 - $85.06 $265,796 - $293,542	3,451 Added 5.91%	61,796 $5.22 Million
Q2 2024 Jul 12, 2024	BUY	$75.81 - $80.15 $773,413 - $817,690	10,202 Added 21.19%	58,345 $4.54 Million
Q4 2023 Jan 09, 2024	BUY	$66.9 - $76.32 $816,180 - $931,103	12,200 Added 33.94%	48,143 $3.67 Million
Q3 2023 Oct 19, 2023	BUY	$70.63 - $75.66 $2.54 Million - $2.72 Million	35,943 New	35,943 $2.54 Million
Q1 2023 Apr 12, 2023	BUY	$70.28 - $78.03 $1.94 Million - $2.16 Million	27,636 New	27,636 $2.02 Million

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

896M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Lion Street Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History