Pca Investment Advisory Services Inc. Schwab Strategic Tr Us Dividen Transaction History

Pca Investment Advisory Services Inc.

$263 Million
Q3 2025

A detailed history of Pca Investment Advisory Services Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pca Investment Advisory Services Inc. holds 217,602 shares of SCHD stock, worth $5.93 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares

217,602

Previous 220,727 1.42%

Holding current value

$5.93 Million

Previous $5.85 Million 1.56%

% of portfolio

2.26%

Previous 2.53%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$26.38 - $27.95 $82,437 - $87,343	-3,125 Reduced 1.42%	217,602 $5.94 Million
Q2 2025 Aug 01, 2025	SELL	$24.32 - $27.87 $163,430 - $187,286	-6,720 Reduced 2.95%	220,727 $5.85 Million
Q1 2025 May 05, 2025	BUY	$27.01 - $28.54 $43,324 - $45,778	1,604 Added 0.71%	227,447 $6.36 Million
Q4 2024 Jan 13, 2025	BUY	$26.93 - $84.95 $4.12 Million - $13 Million	153,118 Added 210.54%	225,843 $6.17 Million
Q3 2024 Oct 15, 2024	BUY	$77.02 - $85.06 $15,558 - $17,182	202 Added 0.28%	72,725 $6.15 Million

Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $270,565 - $286,055	3,569 Added 5.18%	72,523 $5.64 Million
Q1 2024 May 07, 2024	BUY	$75.25 - $80.63 $341,033 - $365,415	4,532 Added 7.03%	68,954 $5.56 Million
Q4 2023 Feb 15, 2024	SELL	$66.9 - $76.32 $214,481 - $244,681	-3,206 Reduced 4.74%	64,422 $4.9 Million
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $93,019 - $99,644	1,317 Added 1.99%	67,628 $4.79 Billion
Q2 2023 Aug 16, 2023	SELL	$69.18 - $73.94 $100,795 - $107,730	-1,457 Reduced 2.15%	66,311 $4.82 Billion
Q1 2023 May 16, 2023	BUY	$70.28 - $78.03 $4.76 Million - $5.29 Million	67,768 New	67,768 $4.96 Billion

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Pca Investment Advisory Services Inc. Schwab Strategic Tr Us Dividen Transaction History