Smartleaf Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History

Smartleaf Asset Management LLC

$1.04 Trillion
Q1 2025

A detailed history of Smartleaf Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 178,692 shares of SCHD stock, worth $4.88 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

178,692

Previous 128,727 38.81%

Holding current value

$4.88 Million

Previous $3.51 Billion 40.6%

% of portfolio

0.48%

Previous 0.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$27.01 - $28.54 $1.35 Million - $1.43 Million	49,965 Added 38.81%	178,692 $4.93 Billion
Q4 2024 Feb 05, 2025	BUY	$26.93 - $84.95 $2.35 Million - $7.41 Million	87,275 Added 210.54%	128,727 $3.51 Billion
Q3 2024 Nov 13, 2024	BUY	$77.02 - $85.06 $208,724 - $230,512	2,710 Added 6.99%	41,452 $3.49 Billion
Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $257,299 - $272,029	3,394 Added 9.6%	38,742 $2.99 Billion
Q1 2024 Oct 07, 2024	SELL	$75.25 - $80.63 $255,097 - $273,335	-3,390 Reduced 8.75%	35,352 $2.84 Billion
Q1 2024 May 02, 2024	BUY	$75.25 - $80.63 $2.64 Million - $2.83 Million	35,129 Added 16040.64%	35,348 $2.7 Billion
Q4 2023 Feb 12, 2024	BUY	$66.9 - $76.32 $14,651 - $16,714	219 New	219 $17 Million

Others Institutions Holding SCHD

# of Institutions

2,005

Shares Held

919M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Smartleaf Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History