True Link Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

True Link Financial Advisors, LLC

$1.44 Billion
Q2 2025

A detailed history of True Link Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 1,164,012 shares of SCHD stock, worth $31.8 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares

1,164,012

Previous 1,754,522 33.66%

Holding current value

$31.8 Million

Previous $49.1 Million 37.12%

% of portfolio

2.13%

Previous 3.66%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$24.32 - $27.87 $14.4 Million - $16.5 Million	-590,510 Reduced 33.66%	1,164,012 $30.8 Million
Q1 2025 Apr 21, 2025	BUY	$27.01 - $28.54 $5.02 Million - $5.31 Million	185,997 Added 11.86%	1,754,522 $49.1 Million
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $28.5 Million - $89.8 Million	1,057,006 Added 206.64%	1,568,525 $42.9 Million
Q3 2024 Oct 25, 2024	BUY	$77.02 - $85.06 $2.33 Million - $2.57 Million	30,257 Added 6.29%	511,519 $43.2 Million
Q2 2024 Jul 12, 2024	BUY	$75.81 - $80.15 $1.13 Million - $1.19 Million	14,907 Added 3.2%	481,262 $37.4 Million
Q1 2024 Apr 19, 2024	BUY	$75.25 - $80.63 $3.29 Million - $3.52 Million	43,688 Added 10.34%	466,355 $37.6 Million
Q4 2023 Jan 19, 2024	BUY	$66.9 - $76.32 $5.07 Million - $5.78 Million	75,755 Added 21.84%	422,667 $32.2 Million
Q3 2023 Oct 30, 2023	BUY	$70.63 - $75.66 $1.4 Million - $1.5 Million	19,867 Added 6.07%	346,912 $24.5 Million
Q2 2023 Jul 20, 2023	BUY	$69.18 - $73.94 $22.6 Million - $24.2 Million	327,045 New	327,045 $23.8 Million

Others Institutions Holding SCHD

# of Institutions

2,012

Shares Held

890M

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 True Link Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Link Financial Advisors, LLC with notifications on news.

Account

True Link Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History