Paces Ferry Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Paces Ferry Wealth Advisors, LLC

$223 Million
Q3 2025

A detailed history of Paces Ferry Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Paces Ferry Wealth Advisors, LLC holds 519,874 shares of SCHD stock, worth $14.2 Million. This represents 6.37% of its overall portfolio holdings.

Number of Shares

519,874

Previous 506,146 2.71%

Holding current value

$14.2 Million

Previous $13.4 Million 5.82%

% of portfolio

6.37%

Previous 6.64%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$26.38 - $27.95 $362,144 - $383,697	13,728 Added 2.71%	519,874 $14.2 Million
Q2 2025 Aug 14, 2025	BUY	$24.32 - $27.87 $1.39 Million - $1.6 Million	57,258 Added 12.76%	506,146 $13.4 Million
Q1 2025 May 14, 2025	BUY	$27.01 - $28.54 $544,467 - $575,309	20,158 Added 4.7%	448,888 $12.6 Million
Q4 2024 Feb 11, 2025	BUY	$26.93 - $84.95 $8.21 Million - $25.9 Million	304,725 Added 245.74%	428,730 $11.7 Million
Q3 2024 Nov 08, 2024	BUY	$77.02 - $85.06 $861,468 - $951,396	11,185 Added 9.91%	124,005 $10.5 Million

Q2 2024 Aug 12, 2024	BUY	$75.81 - $80.15 $696,239 - $736,097	9,184 Added 8.86%	112,820 $8.77 Million
Q1 2024 May 01, 2024	BUY	$75.25 - $80.63 $3.75 Million - $4.02 Million	49,846 Added 92.67%	103,636 $8.36 Million
Q4 2023 Feb 05, 2024	BUY	$66.9 - $76.32 $578,618 - $660,091	8,649 Added 19.16%	53,790 $4.1 Million
Q3 2023 Nov 13, 2023	SELL	$70.63 - $75.66 $85,391 - $91,472	-1,209 Reduced 2.61%	45,141 $3.19 Million
Q2 2023 Jul 28, 2023	BUY	$69.18 - $73.94 $409,476 - $437,650	5,919 Added 14.64%	46,350 $3.37 Million
Q1 2023 Apr 24, 2023	BUY	$70.28 - $78.03 $2.84 Million - $3.15 Million	40,431 New	40,431 $2.96 Million
Q4 2020 Mar 05, 2021	SELL	$54.8 - $65.16 $328 - $390	-6 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$50.37 - $58.54 $302 - $351	6 New	6 $0

Others Institutions Holding SCHD

# of Institutions

2,056

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Paces Ferry Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History