Pathway Financial Advisers, LLC Schwab Strategic Tr Us Dividen Transaction History

Pathway Financial Advisers, LLC

  • $302 Million
  • Q2 2025

A detailed history of Pathway Financial Advisers, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pathway Financial Advisers, LLC holds 157,008 shares of SCHD stock, worth $4.3 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
157,008
Previous 150,916 4.04%
Holding current value
$4.3 Million
Previous $4.22 Million 1.4%
% of portfolio
1.38%
Previous 1.47%

Shares

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

Aug 21, 2025
BUY
$24.32 - $27.87 $148,157 - $169,784
6,092 Added 4.04%
157,008 $4.16 Million
Q1 2025

May 08, 2025
BUY
$27.01 - $28.54 $28,819 - $30,452
1,067 Added 0.71%
150,916 $4.22 Million
Q4 2024

Jan 29, 2025
BUY
$26.93 - $84.95 $2.7 Million - $8.52 Million
100,347 Added 202.71%
149,849 $4.09 Million
Q3 2024

Oct 23, 2024
BUY
$77.02 - $85.06 $43,131 - $47,633
560 Added 1.14%
49,502 $4.18 Billion
Q2 2024

Aug 20, 2024
BUY
$75.81 - $80.15 $130,393 - $137,858
1,720 Added 3.64%
48,942 $3.79 Billion
Q1 2024

May 29, 2024
BUY
$75.25 - $80.63 $3.55 Million - $3.81 Million
47,222 New
47,222 $3.81 Billion
Q4 2023

Jul 19, 2024
BUY
$66.9 - $76.32 $165,109 - $188,357
2,468 Added 6.63%
39,694 $3.02 Billion
Q3 2023

Jul 19, 2024
BUY
$70.63 - $75.66 $1.31 Million - $1.4 Million
18,565 Added 99.49%
37,226 $2.63 Billion
Q1 2023

Jul 19, 2024
BUY
$70.28 - $78.03 $1.11 Million - $1.23 Million
15,790 Added 549.98%
18,661 $1.37 Billion
Q4 2022

Jul 19, 2024
SELL
$67.16 - $79.06 $2.98 Million - $3.51 Million
-44,351 Reduced 93.92%
2,871 $217 Million

Others Institutions Holding SCHD

# of Institutions
2,015
Shares Held
890M
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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