Schaeffer Financial LLC Schwab Strategic Tr Us Dividen Transaction History

Schaeffer Financial LLC

  • $102 Million
  • Q2 2025

A detailed history of Schaeffer Financial LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Schaeffer Financial LLC holds 702,940 shares of SCHD stock, worth $18.8 Million. This represents 18.21% of its overall portfolio holdings.

Number of Shares
702,940
Previous 688,852 2.05%
Holding current value
$18.8 Million
Previous $19.3 Million 3.29%
% of portfolio
18.21%
Previous 21.26%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$24.32 - $27.87 $342,620 - $392,632
14,088 Added 2.05%
702,940 $18.6 Million
Q1 2025

May 07, 2025
BUY
$27.01 - $28.54 $668,524 - $706,393
24,751 Added 3.73%
688,852 $19.3 Million
Q4 2024

Feb 03, 2025
BUY
$26.93 - $84.95 $12 Million - $37.8 Million
444,670 Added 202.65%
664,101 $18.1 Million
Q3 2024

Oct 30, 2024
BUY
$77.02 - $85.06 $425,689 - $470,126
5,527 Added 2.58%
219,431 $18.5 Million
Q2 2024

Jul 26, 2024
SELL
$75.81 - $80.15 $241,075 - $254,877
-3,180 Reduced 1.46%
213,904 $16.6 Million
Q1 2024

May 01, 2024
BUY
$75.25 - $80.63 $55,685 - $59,666
740 Added 0.34%
217,084 $17.5 Million
Q4 2023

Feb 09, 2024
BUY
$66.9 - $76.32 $4.88 Million - $5.57 Million
72,945 Added 50.87%
216,344 $16.5 Million
Q3 2022

Nov 03, 2022
BUY
$66.43 - $77.87 $551,834 - $646,866
8,307 Added 6.15%
143,399 $9.53 Million
Q2 2022

Aug 03, 2022
SELL
$70.31 - $80.24 $10,827 - $12,356
-154 Reduced 0.11%
135,092 $9.68 Million
Q1 2022

May 12, 2022
BUY
$75.14 - $81.94 $2.24 Million - $2.44 Million
29,790 Added 28.25%
135,246 $10.7 Million
Q4 2021

Feb 07, 2022
BUY
$74.93 - $80.86 $7.9 Million - $8.53 Million
105,456 New
105,456 $8.52 Million

Others Institutions Holding SCHD

# of Institutions
2,017
Shares Held
845M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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