Lvm Capital Management LTD Schwab Strategic Tr Us Dividen Transaction History

Lvm Capital Management LTD

$897 Million
Q1 2025

A detailed history of Lvm Capital Management LTD transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lvm Capital Management LTD holds 127,606 shares of SCHD stock, worth $3.52 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

127,606

Previous 123,036 3.71%

Holding current value

$3.52 Million

Previous $3.36 Million 4.7%

% of portfolio

0.39%

Previous 0.36%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$27.01 - $28.54 $123,435 - $130,427	4,570 Added 3.71%	127,606 $3.52 Million
Q4 2024 Jan 10, 2025	BUY	$26.93 - $84.95 $2.24 Million - $7.05 Million	83,043 Added 207.64%	123,036 $3.36 Million
Q2 2024 Jul 16, 2024	BUY	$75.81 - $80.15 $58,373 - $61,715	770 Added 1.96%	39,993 $3.11 Million
Q1 2024 Apr 15, 2024	BUY	$75.25 - $80.63 $463,163 - $496,277	6,155 Added 18.61%	39,223 $3.16 Million
Q4 2023 Jan 12, 2024	BUY	$66.9 - $76.32 $487,366 - $555,991	7,285 Added 28.26%	33,068 $2.52 Million
Q3 2023 Oct 10, 2023	BUY	$70.63 - $75.66 $172,337 - $184,610	2,440 Added 10.45%	25,783 $1.82 Million
Q2 2023 Jul 07, 2023	BUY	$69.18 - $73.94 $500,863 - $535,325	7,240 Added 44.96%	23,343 $1.7 Million
Q1 2023 Apr 17, 2023	BUY	$70.28 - $78.03 $493,014 - $547,380	7,015 Added 77.19%	16,103 $1.18 Million
Q4 2022 Jan 03, 2023	BUY	$67.16 - $79.06 $610,350 - $718,497	9,088 New	9,088 $687,000

Others Institutions Holding SCHD

# of Institutions

1,953

Shares Held

849M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Lvm Capital Management LTD Schwab Strategic Tr Us Dividen Transaction History