Strategic Financial Partners, Ltd. Schwab Strategic Tr Us Dividen Transaction History

Strategic Financial Partners, Ltd.

$209 Million
Q2 2025

A detailed history of Strategic Financial Partners, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategic Financial Partners, Ltd. holds 10,085 shares of SCHD stock, worth $267,958. This represents 0.13% of its overall portfolio holdings.

Number of Shares

10,085

Previous 9,986 0.99%

Holding current value

$267,958

Previous $279,000 4.3%

% of portfolio

0.13%

Previous 0.15%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$24.32 - $27.87 $2,407 - $2,759	99 Added 0.99%	10,085 $267,000
Q1 2025 May 06, 2025	BUY	$27.01 - $28.54 $2,403 - $2,540	89 Added 0.9%	9,986 $279,000
Q4 2024 Feb 10, 2025	BUY	$26.93 - $84.95 $178,518 - $563,133	6,629 Added 202.85%	9,897 $270,000
Q3 2024 Oct 28, 2024	BUY	$77.02 - $85.06 $4,852 - $5,358	63 Added 1.97%	3,268 $276,000
Q1 2024 Jul 10, 2024	BUY	$75.25 - $80.63 $1,806 - $1,935	24 Added 0.75%	3,205 $258,000
Q4 2023 Jul 10, 2024	BUY	$66.9 - $76.32 $2,207 - $2,518	33 Added 1.05%	3,181 $242,000
Q3 2023 Jul 10, 2024	BUY	$70.63 - $75.66 $1,977 - $2,118	28 Added 0.9%	3,148 $222,000
Q2 2023 Jul 10, 2024	BUY	$69.18 - $73.94 $2,006 - $2,144	29 Added 0.94%	3,120 $226,000
Q1 2023 Jul 10, 2024	BUY	$70.28 - $78.03 $1,827 - $2,028	26 Added 0.85%	3,091 $226,000
Q4 2022 Jul 10, 2024	BUY	$67.16 - $79.06 $1,880 - $2,213	28 Added 0.92%	3,065 $232,000
Q3 2022 Jul 10, 2024	BUY	$66.43 - $77.87 $1,860 - $2,180	28 Added 0.93%	3,037 $202,000
Q2 2022 Jul 10, 2024	BUY	$70.31 - $80.24 $2,038 - $2,326	29 Added 0.97%	3,009 $216,000
Q1 2022 Jul 10, 2024	BUY	$75.14 - $81.94 $1,427 - $1,556	19 Added 0.64%	2,980 $235,000
Q4 2021 Jul 09, 2024	BUY	$74.93 - $80.86 $1,723 - $1,859	23 Added 0.78%	2,961 $239,000
Q3 2021 Jul 09, 2024	BUY	$74.23 - $78.13 $1,707 - $1,796	23 Added 0.79%	2,938 $218,000
Q2 2021 Jul 09, 2024	BUY	$73.32 - $77.65 $1,539 - $1,630	21 Added 0.73%	2,915 $220,000
Q1 2021 Jul 09, 2024	BUY	$63.23 - $73.67 $182,987 - $213,200	2,894 New	2,894 $211,000

Others Institutions Holding SCHD

# of Institutions

2,017

Shares Held

845M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Partners, Ltd. with notifications on news.

Account

Strategic Financial Partners, Ltd. Schwab Strategic Tr Us Dividen Transaction History