Lpf Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Lpf Advisors LLC

$122 Billion
Q1 2025

A detailed history of Lpf Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lpf Advisors LLC holds 116,933 shares of SCHD stock, worth $3.19 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares

116,933

Previous 130,146 10.15%

Holding current value

$3.19 Million

Previous $3.56 Billion 8.05%

% of portfolio

2.68%

Previous 2.97%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$27.01 - $28.54 $356,883 - $377,099	-13,213 Reduced 10.15%	116,933 $3.27 Billion
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $2.38 Million - $7.52 Million	88,558 Added 212.94%	130,146 $3.56 Billion
Q3 2024 Oct 21, 2024	BUY	$77.02 - $85.06 $51,141 - $56,479	664 Added 1.62%	41,588 $3.52 Billion
Q2 2024 Jul 12, 2024	BUY	$75.81 - $80.15 $17,436 - $18,434	230 Added 0.57%	40,924 $3.18 Billion
Q1 2024 May 06, 2024	BUY	$75.25 - $80.63 $293,098 - $314,053	3,895 Added 10.58%	40,694 $3.28 Billion
Q4 2023 May 06, 2024	BUY	$66.9 - $76.32 $2.46 Million - $2.81 Million	36,799 New	36,799 $2.8 Billion

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

Ticker SCHD
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