Sheaff Brock Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Sheaff Brock Investment Advisors, LLC

$1.08 Billion
Q1 2025

A detailed history of Sheaff Brock Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sheaff Brock Investment Advisors, LLC holds 55,438 shares of SCHD stock, worth $1.45 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

55,438

Previous 53,988 2.69%

Holding current value

$1.45 Million

Previous $1.47 Million 5.16%

% of portfolio

0.14%

Previous 0.13%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$27.01 - $28.54 $39,164 - $41,383	1,450 Added 2.69%	55,438 $1.55 Million
Q4 2024 Jan 30, 2025	BUY	$26.93 - $84.95 $999,426 - $3.15 Million	37,112 Added 219.91%	53,988 $1.47 Million
Q3 2024 Nov 06, 2024	BUY	$77.02 - $85.06 $79,176 - $87,441	1,028 Added 6.49%	16,876 $1.43 Million
Q2 2024 Jul 30, 2024	BUY	$75.81 - $80.15 $260,483 - $275,395	3,436 Added 27.68%	15,848 $1.23 Million
Q1 2024 May 14, 2024	BUY	$75.25 - $80.63 $63,285 - $67,809	841 Added 7.27%	12,412 $1 Million
Q4 2023 Feb 08, 2024	SELL	$66.9 - $76.32 $537,942 - $613,689	-8,041 Reduced 41.0%	11,571 $880,000
Q3 2023 Nov 08, 2023	SELL	$70.63 - $75.66 $59,470 - $63,705	-842 Reduced 4.12%	19,612 $1.39 Million
Q2 2023 Aug 08, 2023	BUY	$69.18 - $73.94 $85,091 - $90,946	1,230 Added 6.4%	20,454 $1.49 Million
Q1 2023 May 01, 2023	BUY	$70.28 - $78.03 $27,268 - $30,275	388 Added 2.06%	19,224 $1.41 Million
Q4 2022 Feb 13, 2023	BUY	$67.16 - $79.06 $50,034 - $58,899	745 Added 4.12%	18,836 $1.42 Million
Q3 2022 Nov 03, 2022	BUY	$66.43 - $77.87 $2,922 - $3,426	44 Added 0.24%	18,091 $1.2 Million
Q2 2022 Aug 02, 2022	BUY	$70.31 - $80.24 $150,814 - $172,114	2,145 Added 13.49%	18,047 $1.29 Million
Q1 2022 May 06, 2022	BUY	$75.14 - $81.94 $439,719 - $479,512	5,852 Added 58.23%	15,902 $1.25 Million
Q4 2021 Feb 03, 2022	BUY	$74.93 - $80.86 $176,235 - $190,182	2,352 Added 30.55%	10,050 $812,000
Q3 2021 Nov 03, 2021	BUY	$74.23 - $78.13 $103,253 - $108,678	1,391 Added 22.05%	7,698 $572,000
Q2 2021 Aug 16, 2021	BUY	$73.32 - $77.65 $2,786 - $2,950	38 Added 0.61%	6,307 $477,000
Q1 2021 May 11, 2021	BUY	$63.23 - $73.67 $2,276 - $2,652	36 Added 0.58%	6,269 $457,000
Q4 2020 Feb 01, 2021	BUY	$54.8 - $65.16 $57,485 - $68,352	1,049 Added 20.24%	6,233 $400,000
Q3 2020 Oct 30, 2020	BUY	$50.37 - $58.54 $2,518 - $2,927	50 Added 0.97%	5,184 $287,000
Q2 2020 Aug 07, 2020	BUY	$43.56 - $56.5 $1,916 - $2,486	44 Added 0.86%	5,134 $266,000
Q1 2020 Apr 30, 2020	BUY	$39.5 - $59.28 $1,935 - $2,904	49 Added 0.97%	5,090 $229,000
Q4 2019 Jan 29, 2020	SELL	$52.87 - $58.15 $54,773 - $60,243	-1,036 Reduced 17.05%	5,041 $292,000
Q3 2019 Oct 28, 2019	SELL	$54.39 - $55.76 $48,896 - $50,128	-899 Reduced 12.89%	6,077 $333,000
Q1 2019 Apr 29, 2019	BUY	N/A	40 Added 0.58%	6,976 $365,000
Q4 2018 Jan 28, 2019	BUY	N/A	50 Added 0.73%	6,936 $326,000
Q3 2018 Nov 09, 2018	BUY	N/A	40 Added 0.58%	6,886 $365,000
Q2 2018 Jul 31, 2018	BUY	N/A	48 Added 0.71%	6,846 $337,000
Q1 2018 May 03, 2018	BUY	N/A	531 Added 8.47%	6,798 $333,000
Q4 2017 Feb 12, 2018	BUY	N/A	539 Added 9.41%	6,267 $321,000
Q3 2017 Nov 13, 2017	BUY	N/A	42 Added 0.74%	5,728 $268,000
Q2 2017 Aug 09, 2017	BUY	N/A	5,686	5,686 $256,000

Others Institutions Holding SCHD

# of Institutions

1,995

Shares Held

887M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Sheaff Brock Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History