Michels Family Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Michels Family Financial, LLC

  • $117 Billion
  • Q2 2025

A detailed history of Michels Family Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Michels Family Financial, LLC holds 228,501 shares of SCHD stock, worth $6.07 Million. This represents 5.16% of its overall portfolio holdings.

Number of Shares
228,501
Previous 226,824 0.74%
Holding current value
$6.07 Million
Previous $6.34 Billion 4.52%
% of portfolio
5.16%
Previous 5.73%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$24.32 - $27.87 $40,784 - $46,737
1,677 Added 0.74%
228,501 $6.06 Billion
Q1 2025

May 15, 2025
BUY
$27.01 - $28.54 $158,008 - $166,959
5,850 Added 2.65%
226,824 $6.34 Billion
Q4 2024

Feb 20, 2025
BUY
$26.93 - $84.95 $5.95 Million - $18.8 Million
220,974 New
220,974 $6.04 Billion

Others Institutions Holding SCHD

# of Institutions
2,017
Shares Held
845M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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  • Ticker SCHD
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