Note Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Note Advisors, LLC

  • $145 Billion
  • Q2 2025

A detailed history of Note Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Note Advisors, LLC holds 59,718 shares of SCHD stock, worth $1.59 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
59,718
Previous 54,476 9.62%
Holding current value
$1.59 Million
Previous $1.52 Billion 3.9%
% of portfolio
1.09%
Previous 1.26%

Shares

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

Aug 14, 2025
BUY
$24.32 - $27.87 $127,485 - $146,094
5,242 Added 9.62%
59,718 $1.58 Billion
Q1 2025

May 14, 2025
BUY
$27.01 - $28.54 $164,517 - $173,837
6,091 Added 12.59%
54,476 $1.52 Billion
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $1.3 Million - $4.11 Million
48,385 New
48,385 $1.32 Billion

Others Institutions Holding SCHD

# of Institutions
2,023
Shares Held
839M
Call Options Held
4.51M
Put Options Held
2.75M
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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