Pps&V Asset Management Consultants, Inc. Schwab Strategic Tr Us Dividen Transaction History

Pps&V Asset Management Consultants, Inc.

$159 Billion
Q2 2025

A detailed history of Pps&V Asset Management Consultants, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pps&V Asset Management Consultants, Inc. holds 286,478 shares of SCHD stock, worth $7.85 Million. This represents 4.79% of its overall portfolio holdings.

Number of Shares

286,478

Previous 268,771 6.59%

Holding current value

$7.85 Million

Previous $7.51 Billion 1.02%

% of portfolio

4.79%

Previous 5.45%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$24.32 - $27.87 $430,634 - $493,494	17,707 Added 6.59%	286,478 $7.59 Billion
Q1 2025 Apr 16, 2025	SELL	$27.01 - $28.54 $1,296 - $1,369	-48 Reduced 0.02%	268,771 $7.51 Billion
Q4 2024 Jan 13, 2025	BUY	$26.93 - $84.95 $4.87 Million - $15.4 Million	180,927 Added 205.85%	268,819 $7.34 Billion
Q3 2024 Oct 09, 2024	BUY	$77.02 - $85.06 $216,965 - $239,614	2,817 Added 3.31%	87,892 $7.43 Billion
Q2 2024 Jul 18, 2024	SELL	$75.81 - $80.15 $64,590 - $68,287	-852 Reduced 0.99%	85,075 $6.62 Billion
Q1 2024 Apr 10, 2024	BUY	$75.25 - $80.63 $49,138 - $52,651	653 Added 0.77%	85,927 $6.93 Billion
Q4 2023 Jan 10, 2024	BUY	$66.9 - $76.32 $223,646 - $255,137	3,343 Added 4.08%	85,274 $6.49 Billion
Q3 2023 Oct 16, 2023	BUY	$70.63 - $75.66 $289,865 - $310,508	4,104 Added 5.27%	81,931 $5.8 Billion
Q2 2023 Jul 21, 2023	SELL	$69.18 - $73.94 $170,113 - $181,818	-2,459 Reduced 3.06%	77,827 $5.65 Billion
Q1 2023 Apr 24, 2023	SELL	$70.28 - $78.03 $58,613 - $65,077	-834 Reduced 1.03%	80,286 $5.87 Billion
Q4 2022 Jan 17, 2023	BUY	$67.16 - $79.06 $5.45 Million - $6.41 Million	81,120 New	81,120 $6.13 Billion

Others Institutions Holding SCHD

# of Institutions

2,013

Shares Held

891M

Call Options Held

4.51M

Put Options Held

2.75M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Pps&V Asset Management Consultants, Inc. Schwab Strategic Tr Us Dividen Transaction History