Vanguard Personalized Indexing Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Vanguard Personalized Indexing Management, LLC

  • $8.6 Billion
  • Q2 2025

A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 20,851 shares of SCHD stock, worth $554,011. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,851
Previous 22,474 7.22%
Holding current value
$554,011
Previous $628,000 12.1%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$24.32 - $27.87 $39,471 - $45,233
-1,623 Reduced 7.22%
20,851 $552,000
Q1 2025

May 13, 2025
BUY
$27.01 - $28.54 $1,944 - $2,054
72 Added 0.32%
22,474 $628,000
Q4 2024

Feb 10, 2025
BUY
$26.93 - $84.95 $402,011 - $1.27 Million
14,928 Added 199.73%
22,402 $612,000
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $67,854 - $74,937
881 Added 13.36%
7,474 $631,000
Q2 2024

Aug 12, 2024
BUY
$75.81 - $80.15 $29,717 - $31,418
392 Added 6.32%
6,593 $512,000
Q4 2023

Feb 07, 2024
SELL
$66.9 - $76.32 $4,214 - $4,808
-63 Reduced 1.01%
6,201 $472,000
Q3 2023

Nov 08, 2023
BUY
$70.63 - $75.66 $4,449 - $4,766
63 Added 1.02%
6,264 $443,000
Q2 2023

Jul 28, 2023
BUY
$69.18 - $73.94 $62,123 - $66,398
898 Added 16.93%
6,201 $450,000
Q1 2023

May 10, 2023
BUY
$70.28 - $78.03 $11,807 - $13,109
168 Added 3.27%
5,303 $387,000
Q3 2022

Nov 14, 2022
SELL
$66.43 - $77.87 $29,229 - $34,262
-440 Reduced 7.89%
5,135 $341,000
Q2 2022

Aug 09, 2022
SELL
$70.31 - $80.24 $10,405 - $11,875
-148 Reduced 2.59%
5,575 $399,000
Q1 2022

May 16, 2022
BUY
$75.14 - $81.94 $44,182 - $48,180
588 Added 11.45%
5,723 $451,000
Q3 2021

Nov 09, 2021
SELL
$74.23 - $78.13 $29,543 - $31,095
-398 Reduced 7.19%
5,135 $381,000
Q2 2021

Aug 11, 2021
BUY
$73.32 - $77.65 $15,763 - $16,694
215 Added 4.04%
5,533 $418,000
Q4 2020

Jan 20, 2021
BUY
$54.8 - $65.16 $291,426 - $346,520
5,318 New
5,318 $341,000
Q4 2020

Jan 19, 2021
SELL
$54.8 - $65.16 $291,426 - $346,520
-5,318 Closed
0 $0
Q2 2020

Jul 27, 2020
BUY
$43.56 - $56.5 $231,652 - $300,467
5,318 New
5,318 $275,000

Others Institutions Holding SCHD

# of Institutions
2,023
Shares Held
839M
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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