Note Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Note Advisors, LLC

  • $168 Billion
  • Q3 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 66,379 shares of SCHD stock, worth $1.81 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
66,379
Previous 59,718 11.15%
Holding current value
$1.81 Million
Previous $1.58 Billion 14.51%
% of portfolio
1.08%
Previous 1.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$26.38 - $27.95 $175,717 - $186,174
6,661 Added 11.15%
66,379 $1.81 Billion
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
2,055
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Note Advisors, LLC Portfolio

Follow Note Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Note Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Note Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email