Oxbow Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Oxbow Advisors, LLC

  • $883 Million
  • Q3 2025

A detailed history of Oxbow Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Oxbow Advisors, LLC holds 28,241 shares of SCHD stock, worth $750,363. This represents 0.09% of its overall portfolio holdings.

Number of Shares
28,241
Previous 15,005 88.21%
Holding current value
$750,363
Previous $397,000 93.95%
% of portfolio
0.09%
Previous 0.05%

Shares

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

Oct 31, 2025
BUY
$26.38 - $27.95 $349,165 - $369,946
13,236 Added 88.21%
28,241 $770,000
Q2 2025

Jul 29, 2025
BUY
$24.32 - $27.87 $64,861 - $74,329
2,667 Added 21.62%
15,005 $397,000
Q1 2025

May 01, 2025
BUY
$27.01 - $28.54 $86,296 - $91,185
3,195 Added 34.94%
12,338 $344,000
Q4 2024

Feb 03, 2025
BUY
$26.93 - $84.95 $246,220 - $776,697
9,143 New
9,143 $249,000

Others Institutions Holding SCHD

# of Institutions
2,034
Shares Held
840M
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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