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 $8.4 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

314,912

Previous 209,767 50.12%

Holding current value

$8.4 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

2,002

Shares Held

899M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.

Account

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