Strategies Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Strategies Wealth Advisors, LLC

$962 Billion
Q3 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 27,372 shares of SCHD stock, worth $745,613. This represents 0.08% of its overall portfolio holdings.

Number of Shares

27,372

Previous 27,902 1.9%

Holding current value

$745,613

Previous $739 Million 1.06%

% of portfolio

0.08%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$26.38 - $27.95 $13,981 - $14,813	-530 Reduced 1.9%	27,372 $747 Million
Q2 2025 Aug 08, 2025	BUY	$24.32 - $27.87 $24 - $27	1 Added 0.0%	27,902 $739 Million
Q1 2025 May 14, 2025	BUY	$27.01 - $28.54 $54 - $57	2 Added 0.01%	27,901 $780 Million
Q4 2024 Feb 13, 2025	BUY	$26.93 - $84.95 $498,447 - $1.57 Million	18,509 Added 197.11%	27,899 $772 Million
Q3 2024 Oct 07, 2024	SELL	$77.02 - $85.06 $5,237 - $5,784	-68 Reduced 0.72%	9,390 $794 Million

Q1 2024 Apr 22, 2024	BUY	$75.25 - $80.63 $75 - $80	1 Added 0.01%	9,458 $763 Million
Q4 2023 Jan 22, 2024	SELL	$66.9 - $76.32 $2,542 - $2,900	-38 Reduced 0.4%	9,457 $720 Million
Q3 2023 Oct 10, 2023	BUY	$70.63 - $75.66 $1,130 - $1,210	16 Added 0.17%	9,495 $672 Million
Q2 2023 Jul 12, 2023	SELL	$69.18 - $73.94 $14,804 - $15,823	-214 Reduced 2.21%	9,479 $688 Million
Q1 2023 Jun 27, 2023	BUY	$70.28 - $78.03 $24,738 - $27,466	352 Added 3.77%	9,693 $709 Million
Q4 2022 Jun 27, 2023	SELL	$67.16 - $79.06 $271,662 - $319,797	-4,045 Reduced 30.22%	9,341 $706 Million
Q2 2022 Jun 27, 2023	BUY	$70.31 - $80.24 $2,812 - $3,209	40 Added 0.3%	13,386 $959 Million
Q1 2022 Jun 27, 2023	SELL	$75.14 - $81.94 $3,531 - $3,851	-47 Reduced 0.35%	13,346 $1.05 Billion
Q4 2021 Jun 26, 2023	BUY	$74.93 - $80.86 $1 Million - $1.08 Million	13,393 New	13,393 $1.08 Billion

Others Institutions Holding SCHD

# of Institutions

2,059

Shares Held

873M

Call Options Held

4.95M

Put Options Held

2.61M

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 Strategies Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategies Wealth Advisors, LLC with notifications on news.

Account

Strategies Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History