Montis Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Montis Financial, LLC

$357 Million
Q2 2025

A detailed history of Montis Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Montis Financial, LLC holds 498,216 shares of SCHD stock, worth $13.4 Million. This represents 3.7% of its overall portfolio holdings.

Number of Shares

498,216

Previous 379,697 31.21%

Holding current value

$13.4 Million

Previous $10.6 Million 24.36%

% of portfolio

3.7%

Previous 3.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$24.32 - $27.87 $2.88 Million - $3.3 Million	118,519 Added 31.21%	498,216 $13.2 Million
Q1 2025 May 02, 2025	BUY	$27.01 - $28.54 $4.63 Million - $4.89 Million	171,380 Added 82.27%	379,697 $10.6 Million
Q4 2024 Feb 10, 2025	BUY	$26.93 - $84.95 $3.98 Million - $12.6 Million	147,773 Added 244.08%	208,317 $5.69 Million
Q3 2024 Oct 10, 2024	BUY	$77.02 - $85.06 $2.25 Million - $2.49 Million	29,215 Added 93.25%	60,544 $5.12 Million
Q2 2024 Aug 07, 2024	BUY	$75.81 - $80.15 $959,451 - $1.01 Million	12,656 Added 67.78%	31,329 $2.44 Million
Q1 2024 Apr 16, 2024	BUY	$75.25 - $80.63 $284,896 - $305,265	3,786 Added 25.43%	18,673 $1.51 Million
Q4 2023 Feb 06, 2024	BUY	$66.9 - $76.32 $995,940 - $1.14 Million	14,887 New	14,887 $1.13 Million

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

896M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Montis Financial, LLC Schwab Strategic Tr Us Dividen Transaction History