West Michigan Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

West Michigan Advisors, LLC

$327 Million
Q2 2025

A detailed history of West Michigan Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, West Michigan Advisors, LLC holds 55,672 shares of SCHD stock, worth $1.48 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

55,672

Previous 53,705 3.66%

Holding current value

$1.48 Million

Previous $1.5 Million 1.73%

% of portfolio

0.45%

Previous 0.53%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$24.32 - $27.87 $47,837 - $54,820	1,967 Added 3.66%	55,672 $1.48 Million
Q1 2025 May 09, 2025	BUY	$27.01 - $28.54 $211,866 - $223,867	7,844 Added 17.1%	53,705 $1.5 Million
Q4 2024 Feb 05, 2025	BUY	$26.93 - $84.95 $825,404 - $2.6 Million	30,650 Added 201.5%	45,861 $1.25 Million
Q3 2024 Oct 23, 2024	BUY	$77.02 - $85.06 $87,725 - $96,883	1,139 Added 8.09%	15,211 $1.29 Million
Q2 2024 Aug 05, 2024	BUY	$75.81 - $80.15 $208,704 - $220,652	2,753 Added 24.32%	14,072 $1.09 Million
Q1 2024 May 14, 2024	BUY	$75.25 - $80.63 $851,754 - $912,650	11,319 New	11,319 $912,000

Others Institutions Holding SCHD

# of Institutions

2,014

Shares Held

885M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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West Michigan Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History