Nabity Jensen Investment Management Inc Schwab Strategic Tr Us Dividen Transaction History

Nabity Jensen Investment Management Inc

$144 Billion
Q3 2025

A detailed history of Nabity Jensen Investment Management Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Nabity Jensen Investment Management Inc holds 121,223 shares of SCHD stock, worth $3.3 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares

121,223

Previous 124,812 2.88%

Holding current value

$3.3 Million

Previous $3.31 Billion 0.06%

% of portfolio

2.29%

Previous 2.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$26.38 - $27.95 $94,677 - $100,312	-3,589 Reduced 2.88%	121,223 $3.31 Billion
Q2 2025 Jul 18, 2025	SELL	$24.32 - $27.87 $187,239 - $214,571	-7,699 Reduced 5.81%	124,812 $3.31 Billion
Q1 2025 Apr 25, 2025	SELL	$27.01 - $28.54 $351,075 - $370,962	-12,998 Reduced 8.93%	132,511 $3.71 Billion
Q4 2024 Jan 14, 2025	BUY	$26.93 - $84.95 $2.61 Million - $8.24 Million	97,056 Added 200.31%	145,509 $3.98 Billion
Q3 2024 Nov 15, 2024	BUY	$77.02 - $85.06 $3.73 Million - $4.12 Million	48,453 New	48,453 $4.1 Billion
Q2 2024 Dec 09, 2024	BUY	$75.81 - $80.15 $493,219 - $521,455	6,506 Added 13.43%	54,959 $4.27 Billion
Q1 2024 Jan 14, 2025	SELL	$75.25 - $80.63 $6.82 Million - $7.31 Million	-90,639 Reduced 62.29%	54,870 $4.42 Billion
Q4 2023 Jan 14, 2025	SELL	$66.9 - $76.32 $6.08 Million - $6.94 Million	-90,873 Reduced 62.45%	54,636 $4.16 Billion

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Nabity Jensen Investment Management Inc Schwab Strategic Tr Us Dividen Transaction History