Uma Financial Services, Inc. Schwab Strategic Tr Us Dividen Transaction History

Uma Financial Services, Inc.

$601 Million
Q2 2025

A detailed history of Uma Financial Services, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Uma Financial Services, Inc. holds 98,986 shares of SCHD stock, worth $2.63 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

98,986

Previous 101,942 2.9%

Holding current value

$2.63 Million

Previous $2.85 Million 7.96%

% of portfolio

0.44%

Previous 0.51%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$24.32 - $27.87 $71,889 - $82,383	-2,956 Reduced 2.9%	98,986 $2.62 Million
Q1 2025 Apr 28, 2025	BUY	$27.01 - $28.54 $3,403 - $3,596	126 Added 0.12%	101,942 $2.85 Million
Q4 2024 Feb 12, 2025	BUY	$26.93 - $84.95 $1,050 - $3,313	39 Added 0.04%	101,816 $2.78 Million
Q3 2024 Oct 16, 2024	BUY	$77.02 - $85.06 $4.95 Million - $5.47 Million	64,250 Added 171.21%	101,777 $8.6 Million
Q2 2024 Jul 17, 2024	SELL	$75.81 - $80.15 $38,966 - $41,197	-514 Reduced 1.35%	37,527 $2.92 Million
Q1 2024 Apr 17, 2024	SELL	$75.25 - $80.63 $10,384 - $11,126	-138 Reduced 0.36%	38,041 $3.07 Million
Q4 2023 Jan 23, 2024	SELL	$66.9 - $76.32 $55,928 - $63,803	-836 Reduced 2.14%	38,179 $2.91 Million
Q3 2023 Oct 10, 2023	BUY	$70.63 - $75.66 $19,070 - $20,428	270 Added 0.7%	39,015 $2.76 Million
Q2 2023 Jul 05, 2023	BUY	$69.18 - $73.94 $375,716 - $401,568	5,431 Added 16.3%	38,745 $2.81 Million
Q1 2023 Apr 20, 2023	SELL	$70.28 - $78.03 $59,246 - $65,779	-843 Reduced 2.47%	33,314 $2.44 Million
Q4 2022 Jan 25, 2023	BUY	$67.16 - $79.06 $207,927 - $244,769	3,096 Added 9.97%	34,157 $0
Q3 2022 Oct 06, 2022	BUY	$66.43 - $77.87 $187,930 - $220,294	2,829 Added 10.02%	31,061 $2.17 Million
Q2 2022 Aug 02, 2022	BUY	$70.31 - $80.24 $39,443 - $45,014	561 Added 2.03%	28,232 $2.1 Million
Q1 2022 May 05, 2022	BUY	$75.14 - $81.94 $155,840 - $169,943	2,074 Added 8.1%	27,671 $2.18 Million
Q4 2021 Jan 11, 2022	BUY	$74.93 - $80.86 $60,618 - $65,415	809 Added 3.26%	25,597 $2.09 Million
Q3 2021 Oct 19, 2021	BUY	$74.23 - $78.13 $202,276 - $212,904	2,725 Added 12.35%	24,788 $1.91 Million
Q2 2021 Jul 23, 2021	BUY	$73.32 - $77.65 $505,541 - $535,396	6,895 Added 45.46%	22,063 $1.66 Million
Q1 2021 Apr 06, 2021	BUY	$63.23 - $73.67 $157,885 - $183,953	2,497 Added 19.71%	15,168 $1.13 Million
Q4 2020 Feb 19, 2021	BUY	$54.8 - $65.16 $694,370 - $825,642	12,671 New	12,671 $852,000
Q1 2020 Apr 23, 2020	SELL	$39.5 - $59.28 $321,174 - $482,005	-8,131 Closed	0 $0
Q3 2019 Nov 26, 2019	BUY	$54.39 - $55.76 $442,245 - $453,384	8,131 New	8,131 $463,000

Others Institutions Holding SCHD

# of Institutions

2,034

Shares Held

840M

Call Options Held

4.51M

Put Options Held

2.75M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Uma Financial Services, Inc. Schwab Strategic Tr Us Dividen Transaction History