Paladin Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Paladin Advisory Group, LLC

$128 Million
Q2 2025

A detailed history of Paladin Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 146,084 shares of SCHD stock, worth $3.88 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares

146,084

Previous 142,984 2.17%

Holding current value

$3.88 Million

Previous $3.94 Million 1.83%

% of portfolio

3.03%

Previous 3.23%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$24.32 - $27.87 $75,392 - $86,397	3,100 Added 2.17%	146,084 $3.87 Million
Q1 2025 Apr 15, 2025	SELL	$27.01 - $28.54 $21,797 - $23,031	-807 Reduced 0.56%	142,984 $3.94 Million
Q4 2024 Jan 23, 2025	BUY	$26.93 - $84.95 $2.63 Million - $8.29 Million	97,599 Added 211.29%	143,791 $3.93 Million
Q3 2024 Nov 05, 2024	SELL	$77.02 - $85.06 $341,583 - $377,241	-4,435 Reduced 8.76%	46,192 $3.9 Million
Q2 2024 Jul 24, 2024	BUY	$75.81 - $80.15 $6,747 - $7,133	89 Added 0.18%	50,627 $3.94 Million
Q1 2024 May 08, 2024	SELL	$75.25 - $80.63 $186,921 - $200,284	-2,484 Reduced 4.68%	50,538 $4.07 Million
Q4 2023 Jan 31, 2024	SELL	$66.9 - $76.32 $657,693 - $750,301	-9,831 Reduced 15.64%	53,022 $4.04 Million
Q3 2023 Oct 17, 2023	SELL	$70.63 - $75.66 $99,517 - $106,604	-1,409 Reduced 2.19%	62,853 $4.45 Million
Q2 2023 Aug 03, 2023	BUY	$69.18 - $73.94 $40,331 - $43,107	583 Added 0.92%	64,262 $4.67 Million
Q1 2023 Apr 21, 2023	BUY	$70.28 - $78.03 $4.48 Million - $4.97 Million	63,679 New	63,679 $4.66 Million
Q1 2022 Apr 15, 2022	BUY	$75.14 - $81.94 $4.19 Million - $4.57 Million	55,789 New	55,789 $4.42 Million

Others Institutions Holding SCHD

# of Institutions

2,016

Shares Held

841M

Call Options Held

4.51M

Put Options Held

2.75M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Paladin Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History