A detailed history of Navalign, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Navalign, LLC holds 266,708 shares of SCHD stock, worth $7.08 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
266,708
Previous 255,694 4.31%
Holding current value
$7.08 Million
Previous $7.15 Million 1.15%
% of portfolio
1.97%
Previous 2.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

BUY
$24.32 - $27.87 $267,860 - $306,960
11,014 Added 4.31%
266,708 $7.07 Million
Q1 2025

Apr 29, 2025

SELL
$27.01 - $28.54 $176,699 - $186,708
-6,542 Reduced 2.49%
255,694 $7.15 Million
Q4 2024

Feb 18, 2025

BUY
$26.93 - $84.95 $4.85 Million - $15.3 Million
180,107 Added 219.3%
262,236 $7.16 Million
Q3 2024

Oct 31, 2024

BUY
$77.02 - $85.06 $6.33 Million - $6.99 Million
82,129 New
82,129 $6.94 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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