Phil A. Younker & Associates, Ltd. Schwab Strategic Tr Us Dividen Transaction History

Phil A. Younker & Associates, Ltd.

  • $131 Billion
  • Q3 2025

A detailed history of Phil A. Younker & Associates, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Phil A. Younker & Associates, Ltd. holds 262,664 shares of SCHD stock, worth $7.15 Million. This represents 5.49% of its overall portfolio holdings.

Number of Shares
262,664
Previous 180,008 45.92%
Holding current value
$7.15 Million
Previous $4.77 Billion 50.32%
% of portfolio
5.49%
Previous 4.7%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$26.38 - $27.95 $2.18 Million - $2.31 Million
82,656 Added 45.92%
262,664 $7.17 Billion
Q2 2025

Jul 16, 2025
BUY
$24.32 - $27.87 $1,483 - $1,700
61 Added 0.03%
180,008 $4.77 Billion
Q1 2025

Apr 29, 2025
SELL
$27.01 - $28.54 $15,395 - $16,267
-570 Reduced 0.32%
179,947 $5.03 Billion
Q4 2024

Apr 07, 2025
BUY
$26.93 - $84.95 $4.86 Million - $15.3 Million
180,517 New
180,517 $4.93 Billion

Others Institutions Holding SCHD

# of Institutions
2,057
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
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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