Sovran Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Sovran Advisors, LLC

  • $954 Billion
  • Q2 2025

A detailed history of Sovran Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sovran Advisors, LLC holds 143,050 shares of SCHD stock, worth $3.8 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
143,050
Previous 130,675 9.47%
Holding current value
$3.8 Million
Previous $3.32 Billion 17.65%
% of portfolio
0.41%
Previous 0.43%

Shares

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

Jul 09, 2025
BUY
$24.32 - $27.87 $300,960 - $344,891
12,375 Added 9.47%
143,050 $3.91 Billion
Q1 2025

Apr 24, 2025
BUY
$27.01 - $28.54 $188,070 - $198,724
6,963 Added 5.63%
130,675 $3.32 Billion
Q4 2024

Jan 29, 2025
BUY
$26.93 - $84.95 $3.33 Million - $10.5 Million
123,712 New
123,712 $3.4 Billion

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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