Summit Financial Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 2,011,405 shares of SCHD stock, worth $54.8 Million. This represents 9.07% of its overall portfolio holdings.

Number of Shares
2,011,405
Previous 2,001,881 0.48%
Holding current value
$54.8 Million
Previous $53 Million 4.19%
% of portfolio
9.07%
Previous 9.83%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
BUY
$26.38 - $27.95 $251,243 - $266,195
9,524 Added 0.48%
2,011,405 $55.3 Million
Q2 2025

Sep 29, 2025
BUY
$24.32 - $27.87 $3.24 Million - $3.71 Million
133,282 Added 7.13%
2,001,881 $53 Million
Q1 2025

May 14, 2025
BUY
$27.01 - $28.54 $741,937 - $783,965
27,469 Added 1.49%
1,868,599 $52.2 Million
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $34.1 Million - $108 Million
1,266,458 Added 220.38%
1,841,130 $50.3 Million
Q3 2024

Nov 13, 2024
BUY
$77.02 - $85.06 $1.53 Million - $1.69 Million
19,831 Added 3.57%
574,672 $48.6 Million
Q2 2024

Aug 12, 2024
BUY
$75.81 - $80.15 $1.28 Million - $1.35 Million
16,841 Added 3.13%
554,841 $43.1 Million
Q1 2024

May 02, 2024
BUY
$75.25 - $80.63 $28.9 Million - $31 Million
384,179 Added 249.76%
538,000 $43.4 Million
Q4 2023

Jan 19, 2024
BUY
$66.9 - $76.32 $1.21 Million - $1.38 Million
18,070 Added 13.31%
153,821 $11.7 Million
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $1.88 Million - $2.01 Million
26,624 Added 24.4%
135,751 $9.61 Million
Q2 2023

Jul 12, 2023
BUY
$69.18 - $73.94 $844,618 - $902,733
12,209 Added 12.6%
109,127 $7.92 Million
Q1 2023

Apr 10, 2023
BUY
$70.28 - $78.03 $1.3 Million - $1.45 Million
18,519 Added 23.62%
96,918 $7.09 Million
Q4 2022

Jan 17, 2023
BUY
$67.16 - $79.06 $937,284 - $1.1 Million
13,956 Added 21.66%
78,399 $0
Q3 2022

Oct 28, 2022
BUY
$66.43 - $77.87 $279,670 - $327,832
4,210 Added 6.99%
64,443 $4.67 Million
Q2 2022

Jul 26, 2022
BUY
$70.31 - $80.24 $98,012 - $111,854
1,394 Added 2.37%
60,233 $4.37 Million
Q1 2022

May 06, 2022
BUY
$75.14 - $81.94 $127,738 - $139,298
1,700 Added 2.98%
58,839 $4.64 Million
Q4 2021

Jan 12, 2022
BUY
$74.93 - $80.86 $62,191 - $67,113
830 Added 1.47%
57,139 $4.67 Million
Q3 2021

Nov 05, 2021
BUY
$74.23 - $78.13 $98,354 - $103,522
1,325 Added 2.41%
56,309 $4.18 Million
Q2 2021

Aug 09, 2021
BUY
$73.32 - $77.65 $487,138 - $515,906
6,644 Added 13.74%
54,984 $4.16 Million
Q1 2021

Apr 23, 2021
BUY
$63.23 - $73.67 $237,302 - $276,483
3,753 Added 8.42%
48,340 $3.1 Million
Q4 2020

Jan 11, 2021
BUY
$54.8 - $65.16 $32,880 - $39,096
600 Added 1.36%
44,587 $2.47 Million
Q3 2020

Nov 09, 2020
SELL
$50.37 - $58.54 $32,841 - $38,168
-652 Reduced 1.46%
43,987 $2.5 Million
Q1 2020

Apr 29, 2020
SELL
$39.5 - $59.28 $31,916 - $47,898
-808 Reduced 1.78%
44,639 $2.09 Million
Q4 2019

Jan 28, 2020
BUY
$52.87 - $58.15 $5,392 - $5,931
102 Added 0.22%
45,447 $2.64 Million
Q2 2019

Jul 16, 2019
SELL
N/A
-2,429 Reduced 5.08%
45,345 $2.41 Million
Q1 2019

May 01, 2019
SELL
N/A
-9,000 Reduced 15.85%
47,774 $2.52 Million
Q4 2018

Feb 01, 2019
SELL
N/A
-1,312 Reduced 2.26%
56,774 $2.67 Million
Q3 2018

Oct 22, 2018
SELL
N/A
-9,235 Reduced 13.72%
58,086 $2.93 Million
Q1 2018

Apr 09, 2018
BUY
N/A
67,321 New
67,321 $3.3 Million
Q1 2018

Apr 06, 2018
SELL
N/A
-69,876 Closed
0 $0
Q4 2017

Feb 05, 2018
SELL
N/A
-234 Reduced 0.33%
69,876 $3.58 Million
Q3 2017

Nov 06, 2017
SELL
N/A
-9,621 Reduced 12.07%
70,110 $3.28 Million
Q2 2017

Aug 14, 2017
BUY
N/A
79,731
79,731 $3.6 Million

Others Institutions Holding SCHD

# of Institutions
2,057
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
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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