Semus Wealth Partners LLC Schwab Strategic Tr Us Dividen Transaction History

Semus Wealth Partners LLC

$143 Billion
Q3 2024

A detailed history of Semus Wealth Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Semus Wealth Partners LLC holds 17,317 shares of SCHD stock, worth $468,944. This represents 1.02% of its overall portfolio holdings.

Number of Shares

17,317

Previous 18,077 4.2%

Holding current value

$468,944

Previous $1.41 Billion 4.14%

% of portfolio

1.02%

Previous 1.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$77.02 - $85.06 $58,535 - $64,645	-760 Reduced 4.2%	17,317 $1.46 Billion
Q2 2024 Jul 31, 2024	SELL	$75.81 - $80.15 $251,461 - $265,857	-3,317 Reduced 15.5%	18,077 $1.41 Billion
Q1 2024 May 07, 2024	SELL	$75.25 - $80.63 $1.41 Million - $1.51 Million	-18,728 Reduced 46.68%	21,394 $1.73 Billion
Q4 2023 Jan 23, 2024	SELL	$66.9 - $76.32 $500,880 - $571,407	-7,487 Reduced 15.73%	40,122 $3.05 Billion
Q3 2023 Oct 31, 2023	SELL	$70.63 - $75.66 $21,895 - $23,454	-310 Reduced 0.65%	47,609 $3.37 Billion
Q2 2023 Aug 01, 2023	BUY	$69.18 - $73.94 $372,811 - $398,462	5,389 Added 12.67%	47,919 $3.48 Billion
Q1 2023 Apr 24, 2023	BUY	$70.28 - $78.03 $511,568 - $567,980	7,279 Added 20.65%	42,530 $3.11 Billion
Q4 2022 Feb 08, 2023	BUY	$67.16 - $79.06 $2.37 Million - $2.79 Million	35,251 New	35,251 $2.66 Billion

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Semus Wealth Partners LLC Schwab Strategic Tr Us Dividen Transaction History