Personal Cfo Solutions, LLC Schwab Strategic Tr Us Dividen Transaction History

Personal Cfo Solutions, LLC

$557 Million
Q3 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 195,867 shares of SCHD stock, worth $5.34 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

195,867

Previous 204,016 3.99%

Holding current value

$5.34 Million

Previous $5.7 Million 6.26%

% of portfolio

0.96%

Previous 1.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$26.38 - $27.95 $214,970 - $227,764	-8,149 Reduced 3.99%	195,867 $5.35 Million
Q1 2025 Apr 30, 2025	BUY	$27.01 - $28.54 $90,456 - $95,580	3,349 Added 1.67%	204,016 $5.7 Million
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $3.63 Million - $11.5 Million	134,877 Added 205.01%	200,667 $5.48 Million
Q3 2024 Nov 14, 2024	BUY	$77.02 - $85.06 $177,377 - $195,893	2,303 Added 3.63%	65,790 $5.56 Million
Q2 2024 Aug 09, 2024	BUY	$75.81 - $80.15 $357,368 - $377,827	4,714 Added 8.02%	63,487 $4.94 Million

Q1 2024 May 13, 2024	BUY	$75.25 - $80.63 $4.1 Million - $4.39 Million	54,499 Added 1275.13%	58,773 $4.74 Million
Q4 2023 Feb 13, 2024	BUY	$66.9 - $76.32 $70,980 - $80,975	1,061 Added 33.02%	4,274 $325,000
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $226,934 - $243,095	3,213 New	3,213 $227,000

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
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.

Account

Personal Cfo Solutions, LLC Schwab Strategic Tr Us Dividen Transaction History