Msh Capital Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Msh Capital Advisors LLC

  • $323 Billion
  • Q1 2025

A detailed history of Msh Capital Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Msh Capital Advisors LLC holds 261,329 shares of SCHD stock, worth $6.75 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares
261,329
Previous 239,597 9.07%
Holding current value
$6.75 Million
Previous $6.55 Billion 11.63%
% of portfolio
2.26%
Previous 2.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$27.01 - $28.54 $586,981 - $620,231
21,732 Added 9.07%
261,329 $7.31 Billion
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $5.72 Million - $18 Million
212,274 Added 776.91%
239,597 $6.55 Billion
Q3 2024

Feb 13, 2025
BUY
$77.02 - $85.06 $449,642 - $496,580
5,838 Added 8.66%
73,237 $6.19 Billion
Q2 2024

Feb 13, 2025
BUY
$75.81 - $80.15 $624,598 - $660,355
8,239 Added 13.93%
67,399 $5.24 Billion
Q1 2024

Feb 13, 2025
BUY
$75.25 - $80.63 $603,956 - $647,136
8,026 Added 15.7%
59,160 $4.77 Billion
Q4 2023

Feb 13, 2025
BUY
$66.9 - $76.32 $343,665 - $392,055
5,137 Added 11.17%
51,134 $3.89 Billion
Q3 2023

Feb 13, 2025
BUY
$70.63 - $75.66 $302,508 - $324,051
4,283 Added 10.27%
45,997 $3.25 Billion
Q2 2023

Feb 13, 2025
BUY
$69.18 - $73.94 $199,930 - $213,686
2,890 Added 7.44%
41,714 $3.03 Billion
Q1 2023

Feb 13, 2025
BUY
$70.28 - $78.03 $368,759 - $409,423
5,247 Added 15.63%
38,824 $2.84 Billion
Q4 2022

Feb 13, 2025
BUY
$67.16 - $79.06 $162,392 - $191,167
2,418 Added 7.76%
33,577 $2.54 Billion
Q3 2022

Feb 13, 2025
SELL
$66.43 - $77.87 $13.8 Million - $16.2 Million
-208,438 Reduced 87.0%
31,159 $2.07 Billion
Q2 2022

Feb 13, 2025
BUY
$70.31 - $80.24 $402,595 - $459,454
5,726 Added 26.51%
27,323 $1.96 Billion
Q1 2022

Feb 13, 2025
BUY
$75.14 - $81.94 $220,385 - $240,330
2,933 Added 15.71%
21,597 $1.7 Billion
Q4 2021

Feb 13, 2025
BUY
$74.93 - $80.86 $1.4 Million - $1.51 Million
18,664 New
18,664 $1.51 Billion

Others Institutions Holding SCHD

# of Institutions
1,997
Shares Held
886M
Call Options Held
4.89M
Put Options Held
2.23M
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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