Lynch & Associates Schwab Strategic Tr Us Dividen Transaction History

Lynch & Associates

$488 Million
Q2 2025

A detailed history of Lynch & Associates transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lynch & Associates holds 155,613 shares of SCHD stock, worth $4.15 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

155,613

Previous 150,484 3.41%

Holding current value

$4.15 Million

Previous $4.15 Million 0.65%

% of portfolio

0.85%

Previous 0.91%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$24.32 - $27.87 $124,737 - $142,945	5,129 Added 3.41%	155,613 $4.12 Million
Q1 2025 Apr 17, 2025	BUY	$27.01 - $28.54 $227,451 - $240,335	8,421 Added 5.93%	150,484 $4.15 Million
Q4 2024 Jan 10, 2025	BUY	$26.93 - $84.95 $2.65 Million - $8.36 Million	98,381 Added 225.22%	142,063 $3.88 Million
Q3 2024 Oct 15, 2024	BUY	$77.02 - $85.06 $463,121 - $511,465	6,013 Added 15.96%	43,682 $3.69 Million
Q2 2024 Aug 06, 2024	BUY	$75.81 - $80.15 $252,068 - $266,498	3,325 Added 9.68%	37,669 $2.93 Million
Q1 2024 Apr 09, 2024	BUY	$75.25 - $80.63 $797,123 - $854,113	10,593 Added 44.6%	34,344 $2.77 Million
Q4 2023 Jan 08, 2024	BUY	$66.9 - $76.32 $755,167 - $861,500	11,288 Added 90.57%	23,751 $1.81 Million
Q3 2023 Oct 24, 2023	BUY	$70.63 - $75.66 $880,261 - $942,950	12,463 New	12,463 $881,000

Others Institutions Holding SCHD

# of Institutions

2,002

Shares Held

899M

Call Options Held

4.42M

Put Options Held

2.23M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Lynch & Associates Schwab Strategic Tr Us Dividen Transaction History