Solitude Financial Services Schwab Strategic Tr Us Dividen Transaction History

Solitude Financial Services

$275 Million
Q2 2025

A detailed history of Solitude Financial Services transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Solitude Financial Services holds 7,771 shares of SCHD stock, worth $208,884. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,771

Previous 9,030 13.94%

Holding current value

$208,884

Previous $252,000 18.65%

% of portfolio

0.07%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$24.32 - $27.87 $30,618 - $35,088	-1,259 Reduced 13.94%	7,771 $205,000
Q1 2025 May 09, 2025	SELL	$27.01 - $28.54 $2,025 - $2,140	-75 Reduced 0.82%	9,030 $252,000
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $161,849 - $510,549	6,010 Added 194.18%	9,105 $248,000
Q3 2024 Oct 30, 2024	SELL	$77.02 - $85.06 $18,484 - $20,414	-240 Reduced 7.2%	3,095 $261,000
Q2 2024 Jul 19, 2024	SELL	$75.81 - $80.15 $413,922 - $437,619	-5,460 Reduced 62.08%	3,335 $259,000
Q1 2024 Apr 22, 2024	SELL	$75.25 - $80.63 $149,747 - $160,453	-1,990 Reduced 18.45%	8,795 $709,000
Q4 2023 Feb 09, 2024	SELL	$66.9 - $76.32 $89,646 - $102,268	-1,340 Reduced 11.05%	10,785 $821,000
Q3 2023 Oct 24, 2023	SELL	$70.63 - $75.66 $55,091 - $59,014	-780 Reduced 6.04%	12,125 $857,000
Q2 2023 Jul 06, 2023	BUY	$69.18 - $73.94 $96,021 - $102,628	1,388 Added 12.05%	12,905 $937,000
Q1 2023 Apr 25, 2023	BUY	$70.28 - $78.03 $227,144 - $252,192	3,232 Added 39.01%	11,517 $842,000
Q4 2022 Jan 12, 2023	BUY	$67.16 - $79.06 $1,007 - $1,185	15 Added 0.18%	8,285 $0
Q3 2022 Oct 13, 2022	BUY	$66.43 - $77.87 $213,904 - $250,741	3,220 Added 63.76%	8,270 $549,000
Q2 2022 Jul 11, 2022	BUY	$70.31 - $80.24 $355,065 - $405,212	5,050 New	5,050 $362,000

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

896M

Call Options Held

4.42M

Put Options Held

2.23M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Solitude Financial Services Schwab Strategic Tr Us Dividen Transaction History