Zhang Financial LLC Schwab Strategic Tr Us Dividen Transaction History

Zhang Financial LLC

  • $2.13 Billion
  • Q2 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 55,553 shares of SCHD stock, worth $1.48 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
55,553
Previous 72,301 23.16%
Holding current value
$1.48 Million
Previous $1.99 Million 26.18%
% of portfolio
0.07%
Previous 0.11%

Shares

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

Aug 01, 2025
SELL
$24.32 - $27.87 $407,311 - $466,766
-16,748 Reduced 23.16%
55,553 $1.47 Million
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
2,030
Shares Held
841M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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