Private Advisory Group LLC Schwab Strategic Tr Us Dividen Transaction History

Private Advisory Group LLC

$1.06 Billion
Q2 2025

A detailed history of Private Advisory Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Advisory Group LLC holds 54,580 shares of SCHD stock, worth $1.45 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

54,580

Previous 60,731 10.13%

Holding current value

$1.45 Million

Previous $1.7 Million 14.84%

% of portfolio

0.14%

Previous 0.19%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$24.32 - $27.87 $149,592 - $171,428	-6,151 Reduced 10.13%	54,580 $1.45 Million
Q1 2025 May 08, 2025	SELL	$27.01 - $28.54 $75,655 - $79,940	-2,801 Reduced 4.41%	60,731 $1.7 Million
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $1.09 Million - $3.44 Million	40,483 Added 175.64%	63,532 $1.74 Million
Q3 2024 Oct 09, 2024	SELL	$77.02 - $85.06 $89,574 - $98,924	-1,163 Reduced 4.8%	23,049 $1.95 Million
Q2 2024 Jul 23, 2024	SELL	$75.81 - $80.15 $785,012 - $829,953	-10,355 Reduced 29.96%	24,212 $1.88 Million
Q1 2024 May 14, 2024	SELL	$75.25 - $80.63 $850,024 - $910,796	-11,296 Reduced 24.63%	34,567 $2.79 Million
Q4 2023 Feb 13, 2024	SELL	$66.9 - $76.32 $204,647 - $233,462	-3,059 Reduced 6.25%	45,863 $3.49 Million
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $1.86 Million - $1.99 Million	26,282 Added 116.09%	48,922 $3.46 Million
Q2 2023 Jan 12, 2024	SELL	$69.18 - $73.94 $1.82 Million - $1.94 Million	-26,282 Reduced 53.72%	22,640 $1.64 Million
Q2 2023 Aug 11, 2023	SELL	$69.18 - $73.94 $144,101 - $154,017	-2,083 Reduced 8.43%	22,640 $1.64 Million
Q1 2023 May 12, 2023	SELL	$70.28 - $78.03 $250,688 - $278,333	-3,567 Reduced 12.61%	24,723 $1.81 Million
Q4 2022 Feb 13, 2023	SELL	$67.16 - $79.06 $192,144 - $226,190	-2,861 Reduced 9.18%	28,290 $2.14 Million
Q3 2022 Nov 10, 2022	BUY	$66.43 - $77.87 $2.07 Million - $2.43 Million	31,151 New	31,151 $2.07 Million

Others Institutions Holding SCHD

# of Institutions

2,024

Shares Held

839M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Private Advisory Group LLC Schwab Strategic Tr Us Dividen Transaction History