Phillips Financial Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Phillips Financial Management, LLC holds 812 shares of SCHD stock, worth $21,574. This represents 0.0% of its overall portfolio holdings.

Number of Shares
812
Previous 1,171 30.66%
Holding current value
$21,574
Previous $31,000 29.03%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2025
SELL
$26.38 - $27.95 $9,470 - $10,034
-359 Reduced 30.66%
812 $22,000
Q2 2025

Jul 30, 2025
BUY
$24.32 - $27.87 $8,730 - $10,005
359 Added 44.21%
1,171 $31,000
Q4 2024

Feb 10, 2025
BUY
$26.93 - $84.95 $4,066 - $12,827
151 Added 22.84%
812 $22,000
Q3 2024

Nov 07, 2024
BUY
$77.02 - $85.06 $30,114 - $33,258
391 Added 144.81%
661 $55,000
Q1 2023

May 08, 2023
BUY
$70.28 - $78.03 $4,568 - $5,071
65 Added 31.71%
270 $19,000
Q3 2022

Nov 08, 2022
BUY
$66.43 - $77.87 $13,618 - $15,963
205 New
205 $14,000

Others Institutions Holding SCHD

# of Institutions
2,034
Shares Held
840M
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
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More about SCHD
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