Mid Atlantic Capital Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Mid Atlantic Capital Management, Inc.

$141 Billion
Q2 2025

A detailed history of Mid Atlantic Capital Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mid Atlantic Capital Management, Inc. holds 66,713 shares of SCHD stock, worth $1.79 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

66,713

Previous 97,959 31.9%

Holding current value

$1.79 Million

Previous $2.74 Billion 35.45%

% of portfolio

1.25%

Previous 2.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$24.32 - $27.87 $759,902 - $870,826	-31,246 Reduced 31.9%	66,713 $1.77 Billion
Q1 2025 Apr 25, 2025	SELL	$27.01 - $28.54 $12,559 - $13,271	-465 Reduced 0.47%	97,959 $2.74 Billion
Q4 2024 Jan 29, 2025	BUY	$26.93 - $84.95 $1.76 Million - $5.56 Million	65,428 Added 198.29%	98,424 $2.69 Billion
Q3 2024 Nov 07, 2024	BUY	$77.02 - $85.06 $2.54 Million - $2.81 Million	32,996 New	32,996 $2.79 Billion
Q2 2024 Nov 08, 2024	BUY	$75.81 - $80.15 $99,993 - $105,717	1,319 Added 4.0%	34,315 $2.67 Million
Q1 2024 Nov 12, 2024	SELL	$75.25 - $80.63 $267,513 - $286,639	-3,555 Reduced 9.35%	34,456 $2.78 Billion
Q4 2023 Nov 12, 2024	BUY	$66.9 - $76.32 $335,503 - $382,744	5,015 Added 15.2%	38,011 $2.67 Billion

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

897M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mid Atlantic Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mid Atlantic Capital Management, Inc. with notifications on news.

Account

Mid Atlantic Capital Management, Inc. Schwab Strategic Tr Us Dividen Transaction History