Sightline Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Sightline Wealth Advisors, LLC

  • $207 Million
  • Q2 2025

A detailed history of Sightline Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 18,313 shares of SCHD stock, worth $492,253. This represents 0.23% of its overall portfolio holdings.

Number of Shares
18,313
Previous 18,263 0.27%
Holding current value
$492,253
Previous $510,000 4.9%
% of portfolio
0.23%
Previous 0.27%

Shares

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

Jul 15, 2025
BUY
$24.32 - $27.87 $1,216 - $1,393
50 Added 0.27%
18,313 $485,000
Q1 2025

Apr 29, 2025
BUY
$27.01 - $28.54 $1,188 - $1,255
44 Added 0.24%
18,263 $510,000
Q4 2024

Jan 13, 2025
BUY
$26.93 - $84.95 $327,495 - $1.03 Million
12,161 Added 200.74%
18,219 $497,000
Q3 2024

Oct 21, 2024
BUY
$77.02 - $85.06 $176,606 - $195,042
2,293 Added 60.9%
6,058 $512,000
Q1 2024

Apr 24, 2024
BUY
$75.25 - $80.63 $283,316 - $303,571
3,765 New
3,765 $303,000

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
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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