Moloney Securities Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Moloney Securities Asset Management, LLC

  • $723 Million
  • Q2 2025

A detailed history of Moloney Securities Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Moloney Securities Asset Management, LLC holds 31,082 shares of SCHD stock, worth $825,848. This represents 0.11% of its overall portfolio holdings.

Number of Shares
31,082
Previous 31,030 0.17%
Holding current value
$825,848
Previous $867,000 5.07%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Jul 31, 2025
BUY
$24.32 - $27.87 $1,264 - $1,449
52 Added 0.17%
31,082 $823,000
Q1 2025

Apr 30, 2025
BUY
$27.01 - $28.54 $1,242 - $1,312
46 Added 0.15%
31,030 $867,000
Q4 2024

Jan 28, 2025
BUY
$26.93 - $84.95 $549,479 - $1.73 Million
20,404 Added 192.85%
30,984 $846,000
Q3 2024

Oct 30, 2024
SELL
$77.02 - $85.06 $60,383 - $66,687
-784 Reduced 6.9%
10,580 $894,000
Q2 2024

Jul 30, 2024
SELL
$75.81 - $80.15 $12,660 - $13,385
-167 Reduced 1.45%
11,364 $883,000
Q1 2024

May 01, 2024
SELL
$75.25 - $80.63 $677 - $725
-9 Reduced 0.08%
11,531 $929,000
Q4 2023

Jan 30, 2024
BUY
$66.9 - $76.32 $535 - $610
8 Added 0.07%
11,540 $878,000
Q3 2023

Oct 31, 2023
BUY
$70.63 - $75.66 $494 - $529
7 Added 0.06%
11,532 $816,000
Q2 2023

Jul 31, 2023
BUY
$69.18 - $73.94 $191,836 - $205,035
2,773 Added 31.68%
11,525 $836,000
Q1 2023

May 12, 2023
SELL
$70.28 - $78.03 $785,941 - $872,609
-11,183 Reduced 56.1%
8,752 $640,000
Q4 2022

Jan 30, 2023
BUY
$67.16 - $79.06 $788,727 - $928,480
11,744 Added 143.38%
19,935 $1.51 Million
Q3 2022

Oct 31, 2022
SELL
$66.43 - $77.87 $2,922 - $3,426
-44 Reduced 0.53%
8,191 $544,000
Q2 2022

Aug 03, 2022
SELL
$70.31 - $80.24 $1.3 Million - $1.48 Million
-18,501 Reduced 69.2%
8,235 $590,000
Q1 2022

May 10, 2022
BUY
$75.14 - $81.94 $2.01 Million - $2.19 Million
26,736 New
26,736 $2.11 Million
Q3 2021

Oct 27, 2021
SELL
$74.23 - $78.13 $1.47 Million - $1.55 Million
-19,804 Closed
0 $0
Q2 2021

Jul 26, 2021
BUY
$73.32 - $77.65 $1.45 Million - $1.54 Million
19,804 New
19,804 $1.5 Million

Others Institutions Holding SCHD

# of Institutions
2,030
Shares Held
841M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Moloney Securities Asset Management, LLC Portfolio

Follow Moloney Securities Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moloney Securities Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moloney Securities Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email