Stephens Consulting, LLC Schwab Strategic Tr Us Dividen Transaction History

Stephens Consulting, LLC

  • $399 Billion
  • Q1 2025

A detailed history of Stephens Consulting, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stephens Consulting, LLC holds 3,430 shares of SCHD stock, worth $88,562. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,430
Previous 13,323 74.26%
Holding current value
$88,562
Previous $364 Million 73.65%
% of portfolio
0.02%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$27.01 - $28.54 $267,209 - $282,346
-9,893 Reduced 74.26%
3,430 $95.9 Million
Q4 2024

Jan 24, 2025
BUY
$26.93 - $84.95 $139,901 - $441,315
5,195 Added 63.91%
13,323 $364 Million
Q3 2024

Oct 18, 2024
SELL
$77.02 - $85.06 $61,693 - $68,133
-801 Reduced 8.97%
8,128 $687 Million
Q2 2024

Jul 29, 2024
SELL
$75.81 - $80.15 $98,477 - $104,114
-1,299 Reduced 12.7%
8,929 $694 Million
Q1 2024

Apr 17, 2024
SELL
$75.25 - $80.63 $13,244 - $14,190
-176 Reduced 1.69%
10,228 $825 Million
Q4 2023

Feb 01, 2024
SELL
$66.9 - $76.32 $30,840 - $35,183
-461 Reduced 4.24%
10,404 $792 Million
Q3 2023

Oct 25, 2023
SELL
$70.63 - $75.66 $225,168 - $241,204
-3,188 Reduced 22.69%
10,865 $769 Million
Q2 2023

Jul 20, 2023
SELL
$69.18 - $73.94 $381,527 - $407,779
-5,515 Reduced 28.18%
14,053 $1.02 Billion
Q1 2023

Apr 19, 2023
BUY
$70.28 - $78.03 $1.38 Million - $1.53 Million
19,568 New
19,568 $1.43 Billion

Others Institutions Holding SCHD

# of Institutions
1,972
Shares Held
847M
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
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More about SCHD
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