Safeguard Investment Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Safeguard Investment Advisory Group, LLC

$401 Million
Q3 2025

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 104,934 shares of SCHD stock, worth $2.86 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

104,934

Previous 122,287 14.19%

Holding current value

$2.86 Million

Previous $3.24 Million 11.6%

% of portfolio

0.71%

Previous 0.81%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$26.38 - $27.95 $457,772 - $485,016	-17,353 Reduced 14.19%	104,934 $2.86 Million
Q2 2025 Aug 14, 2025	SELL	$24.32 - $27.87 $100,757 - $115,465	-4,143 Reduced 3.28%	122,287 $3.24 Million
Q1 2025 May 15, 2025	BUY	$27.01 - $28.54 $1.15 Million - $1.21 Million	42,500 Added 50.64%	126,430 $3.53 Million
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $2.18 Million - $6.87 Million	80,853 Added 2627.66%	83,930 $2.29 Million
Q3 2024 Nov 14, 2024	BUY	$77.02 - $85.06 $3,928 - $4,338	51 Added 1.69%	3,077 $260,000

Q1 2024 May 13, 2024	BUY	$75.25 - $80.63 $227,706 - $243,986	3,026 New	3,026 $243,000
Q1 2021 May 10, 2021	SELL	$63.23 - $73.67 $84,664 - $98,644	-1,339 Closed	0 $0
Q4 2020 Feb 18, 2021	BUY	$54.8 - $65.16 $73,377 - $87,249	1,339 New	1,339 $85,000

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

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Safeguard Investment Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History