Youngs Advisory Group, Inc. Schwab Strategic Tr Us Dividen Transaction History

Youngs Advisory Group, Inc.

$280 Million
Q3 2025

A detailed history of Youngs Advisory Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Youngs Advisory Group, Inc. holds 22,215 shares of SCHD stock, worth $605,136. This represents 0.22% of its overall portfolio holdings.

Number of Shares

22,215

Previous 22,619 1.79%

Holding current value

$605,136

Previous $599,000 1.17%

% of portfolio

0.22%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$26.38 - $27.95 $10,657 - $11,291	-404 Reduced 1.79%	22,215 $606,000
Q2 2025 Jul 16, 2025	SELL	$24.32 - $27.87 $110,169 - $126,251	-4,530 Reduced 16.69%	22,619 $599,000
Q1 2025 May 09, 2025	BUY	$27.01 - $28.54 $193,229 - $204,175	7,154 Added 35.78%	27,149 $759,000
Q4 2024 Feb 13, 2025	BUY	$26.93 - $84.95 $354,237 - $1.12 Million	13,154 Added 192.28%	19,995 $546,000
Q2 2024 Jul 19, 2024	BUY	$75.81 - $80.15 $50,792 - $53,700	670 Added 10.86%	6,841 $531,000

Q1 2024 May 03, 2024	SELL	$75.25 - $80.63 $7,525 - $8,063	-100 Reduced 1.59%	6,171 $497,000
Q4 2023 Jan 31, 2024	BUY	$66.9 - $76.32 $419,529 - $478,602	6,271 New	6,271 $477,000

Others Institutions Holding SCHD

# of Institutions

2,056

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Youngs Advisory Group, Inc. Schwab Strategic Tr Us Dividen Transaction History