N.E.W. Advisory Services LLC Schwab Strategic Tr Us Dividen Transaction History

N.E.W. Advisory Services LLC

  • $1.25 Billion
  • Q1 2025

A detailed history of N.E.W. Advisory Services LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 20,863 shares of SCHD stock, worth $545,984. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,863
Previous 10,784 93.46%
Holding current value
$545,984
Previous $294,000 98.3%
% of portfolio
0.05%
Previous 0.03%

Shares

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

May 07, 2025
BUY
$27.01 - $28.54 $272,233 - $287,654
10,079 Added 93.46%
20,863 $583,000
Q4 2024

Jan 23, 2025
BUY
$26.93 - $84.95 $199,308 - $628,714
7,401 Added 218.77%
10,784 $294,000
Q3 2024

Oct 31, 2024
BUY
$77.02 - $85.06 $260,558 - $287,757
3,383 New
3,383 $285,000

Others Institutions Holding SCHD

# of Institutions
1,998
Shares Held
888M
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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