Trademark Financial Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Trademark Financial Management, LLC

$131 Billion
Q1 2025

A detailed history of Trademark Financial Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Trademark Financial Management, LLC holds 14,406 shares of SCHD stock, worth $371,962. This represents 0.31% of its overall portfolio holdings.

Number of Shares

14,406

Previous 14,943 3.59%

Holding current value

$371,962

Previous $408 Million 1.33%

% of portfolio

0.31%

Previous 0.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$27.01 - $28.54 $14,504 - $15,325	-537 Reduced 3.59%	14,406 $403 Million
Q4 2024 Jan 30, 2025	BUY	$26.93 - $84.95 $298,680 - $942,180	11,091 Added 287.93%	14,943 $408 Million
Q3 2024 Oct 31, 2024	SELL	$77.02 - $85.06 $30,730 - $33,938	-399 Reduced 9.39%	3,852 $326 Million
Q2 2024 Jul 30, 2024	SELL	$75.81 - $80.15 $1.21 Million - $1.28 Million	-16,001 Reduced 79.01%	4,251 $331 Million
Q1 2024 May 07, 2024	SELL	$75.25 - $80.63 $100,458 - $107,641	-1,335 Reduced 6.18%	20,252 $1.63 Billion
Q4 2023 Feb 13, 2024	BUY	$66.9 - $76.32 $1.44 Million - $1.65 Million	21,587 New	21,587 $1.64 Billion

Others Institutions Holding SCHD

# of Institutions

1,993

Shares Held

885M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Trademark Financial Management, LLC Schwab Strategic Tr Us Dividen Transaction History