Uptown Financial Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Uptown Financial Advisors LLC

  • $121 Billion
  • Q3 2025

A detailed history of Uptown Financial Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 13,350 shares of SCHD stock, worth $354,709. This represents 0.3% of its overall portfolio holdings.

Number of Shares
13,350
Previous 13,350 -0.0%
Holding current value
$354,709
Previous $354 Million 3.02%
% of portfolio
0.3%
Previous 0.3%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Apr 29, 2025
BUY
$26.93 - $84.95 $359,515 - $1.13 Million
13,350 New
13,350 $365 Million

Others Institutions Holding SCHD

# of Institutions
2,030
Shares Held
841M
Call Options Held
4.51M
Put Options Held
2.75M
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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