Moneco Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Moneco Advisors, LLC

  • $1.02 Billion
  • Q2 2025

A detailed history of Moneco Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Moneco Advisors, LLC holds 388,491 shares of SCHD stock, worth $10.3 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
388,491
Previous 411,302 5.55%
Holding current value
$10.3 Million
Previous $11.5 Million 10.48%
% of portfolio
1.0%
Previous 1.23%

Shares

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

Aug 13, 2025
SELL
$24.32 - $27.87 $554,763 - $635,742
-22,811 Reduced 5.55%
388,491 $10.3 Million
Q1 2025

Aug 15, 2025
SELL
$27.01 - $28.54 $185,477 - $195,984
-6,867 Reduced 1.64%
411,454 $11.5 Million
Q1 2025

May 08, 2025
SELL
$27.01 - $28.54 $89,673 - $94,752
-3,320 Reduced 0.8%
411,302 $11.5 Million
Q4 2024

Aug 15, 2025
BUY
$26.93 - $84.95 $803,321 - $2.53 Million
29,830 Added 7.68%
418,321 $11.4 Million
Q4 2024

Feb 03, 2025
BUY
$26.93 - $84.95 $7.44 Million - $23.5 Million
276,088 Added 199.29%
414,622 $11.3 Million
Q3 2024

Oct 24, 2024
BUY
$77.02 - $85.06 $843,369 - $931,407
10,950 Added 8.58%
138,534 $11.7 Million
Q2 2024

Jul 19, 2024
SELL
$75.81 - $80.15 $1.08 Million - $1.14 Million
-14,279 Reduced 10.07%
127,584 $9.92 Million
Q1 2024

Jul 19, 2024
BUY
$75.25 - $80.63 $52,750 - $56,521
701 Added 0.5%
141,863 $11.4 Million
Q1 2024

Apr 25, 2024
SELL
$75.25 - $80.63 $897,506 - $961,674
-11,927 Reduced 7.79%
141,162 $11.4 Million
Q4 2023

Mar 13, 2024
SELL
$66.9 - $76.32 $160,760 - $183,396
-2,403 Reduced 1.55%
153,089 $11.7 Million
Q4 2023

Feb 05, 2024
SELL
$66.9 - $76.32 $246,727 - $281,468
-3,688 Reduced 2.44%
147,164 $11.2 Million
Q3 2023

Mar 13, 2024
SELL
$70.63 - $75.66 $477,600 - $511,612
-6,762 Reduced 4.17%
155,492 $11 Million
Q3 2023

Nov 03, 2023
SELL
$70.63 - $75.66 $469,477 - $502,912
-6,647 Reduced 4.22%
150,852 $10.7 Million
Q2 2023

Mar 13, 2024
BUY
$69.18 - $73.94 $1.04 Million - $1.12 Million
15,090 Added 10.25%
162,254 $11.8 Million
Q2 2023

Aug 02, 2023
SELL
$69.18 - $73.94 $939,049 - $1 Million
-13,574 Reduced 7.93%
157,499 $11.4 Million
Q1 2023

May 11, 2023
BUY
$70.28 - $78.03 $2.43 Million - $2.7 Million
34,573 Added 25.33%
171,073 $12.5 Million
Q4 2022

Jan 27, 2023
BUY
$67.16 - $79.06 $2.79 Million - $3.28 Million
41,531 Added 43.73%
136,500 $10.3 Million
Q3 2022

Nov 01, 2022
BUY
$66.43 - $77.87 $956,857 - $1.12 Million
14,404 Added 17.88%
94,969 $6.31 Million
Q2 2022

Aug 10, 2022
BUY
$70.31 - $80.24 $844,493 - $963,762
12,011 Added 17.52%
80,565 $5.77 Million
Q1 2022

May 09, 2022
BUY
$75.14 - $81.94 $1 Million - $1.09 Million
13,310 Added 24.09%
68,554 $5.41 Million
Q4 2021

Feb 08, 2022
BUY
$74.93 - $80.86 $1.76 Million - $1.9 Million
23,535 Added 74.22%
55,244 $4.36 Million
Q3 2021

Nov 03, 2021
BUY
$74.23 - $78.13 $330,546 - $347,912
4,453 Added 16.34%
31,709 $2.35 Million
Q2 2021

Aug 10, 2021
BUY
$73.32 - $77.65 $472,254 - $500,143
6,441 Added 30.94%
27,256 $2.06 Million
Q1 2021

May 17, 2021
BUY
$63.23 - $73.67 $553,831 - $645,275
8,759 Added 72.65%
20,815 $1.52 Million
Q4 2020

Jan 22, 2021
SELL
$54.8 - $65.16 $18,796 - $22,349
-343 Reduced 2.77%
12,056 $800,000
Q3 2020

Oct 20, 2020
SELL
$50.37 - $58.54 $402 - $468
-8 Reduced 0.06%
12,399 $686,000
Q2 2020

Jul 31, 2020
BUY
$43.56 - $56.5 $5,227 - $6,780
120 Added 0.98%
12,407 $642,000
Q1 2020

May 11, 2020
SELL
$39.5 - $59.28 $10,428 - $15,649
-264 Reduced 2.1%
12,287 $553,000
Q4 2019

Jan 21, 2020
BUY
$52.87 - $58.15 $33,043 - $36,343
625 Added 5.24%
12,551 $742,000
Q3 2019

Oct 31, 2019
BUY
$54.39 - $55.76 $6,581 - $6,746
121 Added 1.02%
11,926 $653,000
Q1 2019

Apr 26, 2019
BUY
N/A
69 Added 0.59%
11,805 $617,000
Q4 2018

Feb 14, 2019
BUY
N/A
11,736 New
11,736 $551,000

Others Institutions Holding SCHD

# of Institutions
2,034
Shares Held
840M
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
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