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

O'Connor Financial Group LLC

  • $227 Billion
  • Q2 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 352,689 shares of SCHD stock, worth $9.43 Million. This represents 4.25% of its overall portfolio holdings.

Number of Shares
352,689
Previous 314,794 12.04%
Holding current value
$9.43 Million
Previous $8.8 Billion 9.59%
% of portfolio
4.25%
Previous 4.58%

Shares

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

Jul 07, 2025
BUY
$24.32 - $27.87 $921,606 - $1.06 Million
37,895 Added 12.04%
352,689 $9.65 Billion
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
2,003
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
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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