Waterford Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Waterford Advisors, LLC

  • $387 Billion
  • Q2 2025

A detailed history of Waterford Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Waterford Advisors, LLC holds 12,580 shares of SCHD stock, worth $334,250. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,580
Previous 9,987 25.96%
Holding current value
$334,250
Previous $279,000 19.35%
% of portfolio
0.0%
Previous 0.12%

Shares

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

Aug 14, 2025
BUY
$24.32 - $27.87 $63,061 - $72,266
2,593 Added 25.96%
12,580 $333,000
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $179,299 - $565,597
6,658 Added 200.0%
9,987 $272,000
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $223,575 - $263,190
3,329 New
3,329 $251,000

Others Institutions Holding SCHD

# of Institutions
2,034
Shares Held
840M
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
Track This Portfolio

Track Waterford Advisors, LLC Portfolio

Follow Waterford Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waterford Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waterford Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email