Sovran Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Sovran Advisors, LLC

  • $770 Billion
  • Q1 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 130,675 shares of SCHD stock, worth $3.32 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
130,675
Previous 123,712 5.63%
Holding current value
$3.32 Million
Previous $3.4 Billion 2.43%
% of portfolio
0.43%
Previous 0.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,968
Shares Held
851M
Call Options Held
4.82M
Put Options Held
2.73M
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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