O'Connor Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History

O'Connor Financial Group LLC

$192 Billion
Q1 2025

A detailed history of O'Connor Financial Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, O'Connor Financial Group LLC holds 314,794 shares of SCHD stock, worth $8.08 Million. This represents 4.58% of its overall portfolio holdings.

Number of Shares

314,794

Previous 276,486 13.86%

Holding current value

$8.08 Million

Previous $7.55 Billion 16.52%

% of portfolio

4.58%

Previous 3.95%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	BUY	$27.01 - $28.54 $1.03 Million - $1.09 Million	38,308 Added 13.86%	314,794 $8.8 Billion
Q4 2024 Jan 06, 2025	BUY	$26.93 - $84.95 $5.15 Million - $16.3 Million	191,304 Added 224.58%	276,486 $7.55 Billion
Q3 2024 Oct 08, 2024	BUY	$77.02 - $85.06 $916,846 - $1.01 Million	11,904 Added 16.24%	85,182 $7.2 Billion
Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $383,977 - $405,959	5,065 Added 7.43%	73,278 $5.7 Billion
Q1 2024 Apr 11, 2024	BUY	$75.25 - $80.63 $322,897 - $345,983	4,291 Added 6.71%	68,213 $5.5 Billion
Q4 2023 Jan 17, 2024	BUY	$66.9 - $76.32 $428,494 - $488,829	6,405 Added 11.14%	63,922 $4.87 Billion
Q3 2023 Oct 20, 2023	BUY	$70.63 - $75.66 $514,680 - $551,334	7,287 Added 14.51%	57,517 $4.07 Billion
Q2 2023 Jul 14, 2023	BUY	$69.18 - $73.94 $446,349 - $477,060	6,452 Added 14.74%	50,230 $3.65 Billion
Q1 2023 Apr 14, 2023	BUY	$70.28 - $78.03 $3.08 Million - $3.42 Million	43,778 New	43,778 $3.2 Billion

Others Institutions Holding SCHD

# of Institutions

1,967

Shares Held

851M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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O'Connor Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History