Yhb Investment Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Yhb Investment Advisors, Inc.

  • $1.34 Billion
  • Q3 2025

A detailed history of Yhb Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 321,159 shares of SCHD stock, worth $8.53 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
321,159
Previous 352,222 8.82%
Holding current value
$8.53 Million
Previous $9.33 Million 6.06%
% of portfolio
0.65%
Previous 0.74%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
SELL
$26.38 - $27.95 $819,441 - $868,210
-31,063 Reduced 8.82%
321,159 $8.77 Million
Q2 2025

Jul 10, 2025
BUY
$24.32 - $27.87 $108,564 - $124,411
4,464 Added 1.28%
352,222 $9.33 Million
Q1 2025

Apr 22, 2025
BUY
$27.01 - $28.54 $51,156 - $54,054
1,894 Added 0.55%
347,758 $9.72 Million
Q4 2024

Jan 22, 2025
BUY
$26.93 - $84.95 $6.22 Million - $19.6 Million
231,137 Added 201.47%
345,864 $9.45 Million
Q3 2024

Oct 22, 2024
SELL
$77.02 - $85.06 $15,866 - $17,522
-206 Reduced 0.18%
114,727 $9.7 Million
Q2 2024

Aug 01, 2024
BUY
$75.81 - $80.15 $246,609 - $260,727
3,253 Added 2.91%
114,933 $8.94 Million
Q1 2024

Aug 14, 2024
SELL
$75.25 - $80.63 $244,788 - $262,289
-3,253 Reduced 2.83%
111,680 $9 Million
Q1 2024

Apr 26, 2024
SELL
$75.25 - $80.63 $613,513 - $657,376
-8,153 Reduced 6.8%
111,680 $9 Million
Q4 2023

Jan 29, 2024
SELL
$66.9 - $76.32 $1.12 Million - $1.27 Million
-16,695 Reduced 12.23%
119,833 $9.12 Million
Q3 2023

Oct 23, 2023
SELL
$70.63 - $75.66 $874,328 - $936,595
-12,379 Reduced 8.31%
136,528 $9.66 Million
Q2 2023

Aug 10, 2023
SELL
$69.18 - $73.94 $40,885 - $43,698
-591 Reduced 0.4%
148,907 $10.8 Million
Q1 2023

May 08, 2023
BUY
$70.28 - $78.03 $409,029 - $454,134
5,820 Added 4.05%
149,498 $10.9 Million
Q4 2022

Jan 12, 2023
BUY
$67.16 - $79.06 $1 Million - $1.18 Million
14,931 Added 11.6%
143,678 $0
Q3 2022

Nov 03, 2022
BUY
$66.43 - $77.87 $608,498 - $713,289
9,160 Added 7.66%
128,747 $8.55 Million
Q2 2022

Jul 14, 2022
BUY
$70.31 - $80.24 $3.95 Million - $4.51 Million
56,147 Added 88.5%
119,587 $8.57 Million
Q1 2022

Apr 14, 2022
BUY
$75.14 - $81.94 $513,206 - $559,650
6,830 Added 12.07%
63,440 $5.01 Million
Q4 2021

Jan 18, 2022
BUY
$74.93 - $80.86 $434,893 - $469,311
5,804 Added 11.42%
56,610 $4.58 Million
Q3 2021

Oct 28, 2021
BUY
$74.23 - $78.13 $90,115 - $94,849
1,214 Added 2.45%
50,806 $3.77 Million
Q2 2021

Jul 15, 2021
BUY
$73.32 - $77.65 $92,676 - $98,149
1,264 Added 2.62%
49,592 $3.75 Million
Q1 2021

Apr 22, 2021
BUY
$63.23 - $73.67 $76,761 - $89,435
1,214 Added 2.58%
48,328 $3.63 Million
Q4 2020

Jan 21, 2021
BUY
$54.8 - $65.16 $88,392 - $105,103
1,613 Added 3.54%
47,114 $3.02 Million
Q3 2020

Nov 02, 2020
BUY
$50.37 - $58.54 $2.29 Million - $2.66 Million
45,501 New
45,501 $2.52 Million

Others Institutions Holding SCHD

# of Institutions
2,018
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
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