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

N.E.W. Advisory Services LLC

$1.11 Billion
Q3 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 3,797 shares of SCHD stock, worth $103,430. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,797

Previous 3,180 19.4%

Holding current value

$103,430

Previous $84,000 22.62%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$26.38 - $27.95 $16,276 - $17,245	617 Added 19.4%	3,797 $103,000
Q2 2025 Aug 18, 2025	SELL	$24.32 - $27.87 $430,050 - $492,825	-17,683 Reduced 84.76%	3,180 $84,000
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

2,059

Shares Held

873M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of N.E.W. Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on N.E.W. Advisory Services LLC with notifications on news.

Account

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