Savvy Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Savvy Advisors, Inc.

$1.46 Billion
Q2 2025

A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Savvy Advisors, Inc. holds 314,912 shares of SCHD stock, worth $8.37 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

314,912

Previous 209,767 50.12%

Holding current value

$8.37 Million

Previous $5.87 Million 42.28%

% of portfolio

0.57%

Previous 0.6%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$24.32 - $27.87 $2.56 Million - $2.93 Million	105,145 Added 50.12%	314,912 $8.35 Million
Q1 2025 May 12, 2025	SELL	$27.01 - $28.54 $144,071 - $152,232	-5,334 Reduced 2.48%	209,767 $5.87 Million
Q4 2024 Feb 13, 2025	BUY	$26.93 - $84.95 $5.27 Million - $16.6 Million	195,742 Added 1011.12%	215,101 $5.88 Million
Q3 2024 Nov 05, 2024	BUY	$77.02 - $85.06 $154,964 - $171,140	2,012 Added 11.6%	19,359 $1.64 Billion
Q2 2024 Aug 14, 2024	BUY	$75.81 - $80.15 $392,999 - $415,497	5,184 Added 42.62%	17,347 $1.35 Billion
Q1 2024 May 13, 2024	BUY	$75.25 - $80.63 $349,310 - $374,284	4,642 Added 61.72%	12,163 $981 Million
Q4 2023 Feb 08, 2024	BUY	$66.9 - $76.32 $503,154 - $574,002	7,521 New	7,521 $573 Million

Others Institutions Holding SCHD

# of Institutions

2,022

Shares Held

839M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

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Savvy Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History