Sharkey, Howes & Javer Schwab Strategic Tr Us Dividen Transaction History

Sharkey, Howes & Javer

  • $691 Million
  • Q3 2025

A detailed history of Sharkey, Howes & Javer transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sharkey, Howes & Javer holds 23,205 shares of SCHD stock, worth $616,556. This represents 0.09% of its overall portfolio holdings.

Number of Shares
23,205
Previous 25,270 8.17%
Holding current value
$616,556
Previous $669,000 5.38%
% of portfolio
0.09%
Previous 0.1%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
SELL
$26.38 - $27.95 $54,474 - $57,716
-2,065 Reduced 8.17%
23,205 $633,000
Q2 2025

Jul 10, 2025
BUY
$24.32 - $27.87 $24,733 - $28,343
1,017 Added 4.19%
25,270 $669,000
Q1 2025

Apr 30, 2025
SELL
$27.01 - $28.54 $26,658 - $28,168
-987 Reduced 3.91%
24,253 $678,000
Q4 2024

Feb 05, 2025
BUY
$26.93 - $84.95 $458,967 - $1.45 Million
17,043 Added 207.92%
25,240 $689,000
Q3 2024

Oct 21, 2024
BUY
$77.02 - $85.06 $56,455 - $62,348
733 Added 9.82%
8,197 $692,000
Q2 2024

Jul 17, 2024
SELL
$75.81 - $80.15 $278,525 - $294,471
-3,674 Reduced 32.99%
7,464 $580,000
Q1 2024

Apr 18, 2024
SELL
$75.25 - $80.63 $362,629 - $388,555
-4,819 Reduced 30.2%
11,138 $898,000
Q4 2023

Jan 19, 2024
SELL
$66.9 - $76.32 $5.66 Million - $6.46 Million
-84,623 Reduced 84.14%
15,957 $1.21 Million
Q3 2023

Oct 31, 2023
SELL
$70.63 - $75.66 $5.3 Million - $5.68 Million
-75,058 Reduced 42.73%
100,580 $7.12 Million
Q2 2023

Jul 14, 2023
SELL
$69.18 - $73.94 $10.9 Million - $11.7 Million
-158,180 Reduced 47.39%
175,638 $12.8 Million
Q1 2023

Apr 18, 2023
SELL
$70.28 - $78.03 $9.85 Million - $10.9 Million
-140,090 Reduced 29.56%
333,818 $24.4 Million
Q4 2022

Jan 30, 2023
BUY
$67.16 - $79.06 $9.88 Million - $11.6 Million
147,118 Added 45.02%
473,908 $35.8 Million
Q3 2022

Nov 02, 2022
SELL
$66.43 - $77.87 $3.9 Million - $4.57 Million
-58,653 Reduced 15.22%
326,790 $21.7 Million
Q2 2022

Jul 27, 2022
BUY
$70.31 - $80.24 $11.5 Million - $13.1 Million
163,471 Added 73.64%
385,443 $27.6 Million
Q1 2022

Apr 25, 2022
BUY
$75.14 - $81.94 $4.83 Million - $5.27 Million
64,307 Added 40.79%
221,972 $17.5 Million
Q4 2021

Feb 03, 2022
SELL
$74.93 - $80.86 $174,137 - $187,918
-2,324 Reduced 1.45%
157,665 $12.7 Million
Q3 2021

Oct 29, 2021
SELL
$74.23 - $78.13 $155,883 - $164,073
-2,100 Reduced 1.3%
159,989 $11.9 Million
Q2 2021

Jul 28, 2021
BUY
$73.32 - $77.65 $8.78 Million - $9.29 Million
119,691 Added 282.3%
162,089 $12.3 Million
Q1 2021

Apr 21, 2021
SELL
$63.23 - $73.67 $202,841 - $236,333
-3,208 Reduced 7.03%
42,398 $3.09 Million
Q4 2020

Feb 04, 2021
SELL
$54.8 - $65.16 $152,070 - $180,819
-2,775 Reduced 5.74%
45,606 $2.93 Million
Q3 2020

Oct 21, 2020
SELL
$50.37 - $58.54 $1.18 Million - $1.37 Million
-23,416 Reduced 32.61%
48,381 $2.68 Million
Q2 2020

Jul 22, 2020
SELL
$43.56 - $56.5 $4.25 Million - $5.51 Million
-97,515 Reduced 57.59%
71,797 $3.72 Million
Q1 2020

Apr 24, 2020
BUY
$39.5 - $59.28 $3.09 Million - $4.63 Million
78,116 Added 85.66%
169,312 $7.62 Million
Q4 2019

Jan 28, 2020
SELL
$52.87 - $58.15 $121,548 - $133,686
-2,299 Reduced 2.46%
91,196 $5.28 Million
Q3 2019

Nov 01, 2019
SELL
$54.39 - $55.76 $33,721 - $34,571
-620 Reduced 0.66%
93,495 $5.12 Million
Q2 2019

Jul 24, 2019
SELL
N/A
-1,700 Reduced 1.77%
94,115 $5 Million
Q1 2019

Apr 18, 2019
SELL
N/A
-126,140 Reduced 56.83%
95,815 $5.01 Million
Q4 2018

Jan 25, 2019
SELL
N/A
-3,915 Reduced 1.73%
221,955 $10.4 Million
Q3 2018

Oct 19, 2018
SELL
N/A
-3,389 Reduced 1.48%
225,870 $12 Million
Q2 2018

Jul 26, 2018
SELL
N/A
-3,851 Reduced 1.65%
229,259 $11.3 Million
Q1 2018

Apr 26, 2018
SELL
N/A
-7,689 Reduced 3.19%
233,110 $11.4 Million
Q4 2017

Feb 15, 2018
BUY
N/A
31,613 Added 15.11%
240,799 $12.3 Million
Q4 2017

Feb 14, 2018
SELL
N/A
-77,210 Reduced 26.96%
209,186 $13.3 Million
Q3 2017

Oct 11, 2017
BUY
N/A
286,396
286,396 $13.7 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

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