Perennial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Perennial Advisors, LLC

  • $531 Million
  • Q2 2025

A detailed history of Perennial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Perennial Advisors, LLC holds 7,850 shares of SCHD stock, worth $211,008. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,850
Previous 8,850 11.3%
Holding current value
$211,008
Previous $244,000 14.75%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jul 15, 2025
SELL
$24.32 - $27.87 $24,320 - $27,870
-1,000 Reduced 11.3%
7,850 $208,000
Q1 2025

Apr 14, 2025
BUY
$27.01 - $28.54 $239,038 - $252,579
8,850 New
8,850 $244,000
Q2 2023

Aug 01, 2023
SELL
$69.18 - $73.94 $37,357 - $39,927
-540 Reduced 15.47%
2,950 $214,000
Q3 2022

Nov 09, 2022
SELL
$66.43 - $77.87 $14,083 - $16,508
-212 Reduced 5.73%
3,490 $232,000
Q2 2022

Aug 09, 2022
BUY
$70.31 - $80.24 $1,265 - $1,444
18 Added 0.49%
3,702 $265,000
Q1 2022

Apr 27, 2022
BUY
$75.14 - $81.94 $901 - $983
12 Added 0.33%
3,684 $291,000
Q4 2021

Feb 08, 2022
BUY
$74.93 - $80.86 $1,123 - $1,212
15 Added 0.41%
3,672 $297,000
Q3 2021

Nov 08, 2021
BUY
$74.23 - $78.13 $1,113 - $1,171
15 Added 0.41%
3,657 $271,000
Q2 2021

Aug 13, 2021
BUY
$73.32 - $77.65 $953 - $1,009
13 Added 0.36%
3,642 $275,000
Q1 2021

May 17, 2021
BUY
$63.23 - $73.67 $229,461 - $267,348
3,629 New
3,629 $265,000

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
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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