Ls Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Ls Investment Advisors, LLC

$651 Million
Q2 2025

A detailed history of Ls Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ls Investment Advisors, LLC holds 162,105 shares of SCHD stock, worth $4.36 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

162,105

Previous 177,275 8.56%

Holding current value

$4.36 Million

Previous $4.89 Million 12.15%

% of portfolio

0.66%

Previous 0.8%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$24.32 - $27.87 $368,934 - $422,787	-15,170 Reduced 8.56%	162,105 $4.3 Million
Q1 2025 Apr 10, 2025	BUY	$27.01 - $28.54 $3.59 Million - $3.79 Million	132,790 Added 298.51%	177,275 $4.89 Million
Q4 2024 Jan 24, 2025	BUY	$26.93 - $84.95 $918,986 - $2.9 Million	34,125 Added 329.39%	44,485 $1.22 Million
Q3 2024 Oct 31, 2024	BUY	$77.02 - $85.06 $797,927 - $881,221	10,360 New	10,360 $875,000
Q2 2022 Jul 25, 2022	BUY	$70.31 - $80.24 $14,062 - $16,047	200 New	200 $14,000
Q3 2020 Nov 12, 2020	SELL	$50.37 - $58.54 $31,934 - $37,114	-634 Closed	0 $0
Q1 2019 Apr 25, 2019	BUY	N/A	42 Added 7.09%	634 $33,000
Q3 2017 Oct 19, 2017	BUY	N/A	592	592 $28,000

Others Institutions Holding SCHD

# of Institutions

1,998

Shares Held

896M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Ls Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History