Zhang Financial LLC Schwab Strategic Tr Us Dividen Transaction History

Zhang Financial LLC

  • $1.87 Billion
  • Q1 2025

A detailed history of Zhang Financial LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Zhang Financial LLC holds 72,301 shares of SCHD stock, worth $1.93 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
72,301
Previous 74,728 3.25%
Holding current value
$1.93 Million
Previous $2.04 Million 2.3%
% of portfolio
0.11%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$27.01 - $28.54 $65,553 - $69,266
-2,427 Reduced 3.25%
72,301 $1.99 Million
Q4 2024

Jan 16, 2025
BUY
$26.93 - $84.95 $2.01 Million - $6.35 Million
74,728 New
74,728 $2.04 Million

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
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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