West Paces Advisors Inc. Schwab Strategic Tr Us Dividen Transaction History

West Paces Advisors Inc.

$470 Billion
Q2 2025

A detailed history of West Paces Advisors Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, West Paces Advisors Inc. holds 8,193 shares of SCHD stock, worth $224,570. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,193

Previous 4,289 91.02%

Holding current value

$224,570

Previous $120 Million 81.05%

% of portfolio

0.05%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$24.32 - $27.87 $94,945 - $108,804	3,904 Added 91.02%	8,193 $217 Million
Q1 2025 Apr 14, 2025	BUY	$27.01 - $28.54 $216 - $228	8 Added 0.19%	4,289 $120 Million
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $75,215 - $237,265	2,793 Added 187.7%	4,281 $117 Million
Q3 2024 Oct 15, 2024	BUY	$77.02 - $85.06 $539 - $595	7 Added 0.47%	1,488 $126 Million
Q2 2024 Jul 16, 2024	SELL	$75.81 - $80.15 $37,905 - $40,075	-500 Reduced 25.24%	1,481 $115 Million
Q1 2024 Apr 15, 2024	BUY	$75.25 - $80.63 $1,053 - $1,128	14 Added 0.71%	1,981 $160 Million
Q4 2023 Jan 30, 2024	BUY	$66.9 - $76.32 $267 - $305	4 Added 0.2%	1,967 $150 Million
Q3 2023 Dec 18, 2023	SELL	$70.63 - $75.66 $105,733 - $113,263	-1,497 Reduced 43.27%	1,963 $139 Million
Q2 2023 Dec 18, 2023	BUY	$69.18 - $73.94 $207 - $221	3 Added 0.09%	3,460 $251 Million
Q1 2023 Dec 18, 2023	BUY	$70.28 - $78.03 $6,044 - $6,710	86 Added 2.55%	3,457 $253 Million
Q4 2022 Dec 18, 2023	BUY	$67.16 - $79.06 $226,396 - $266,511	3,371 New	3,371 $255 Million
Q3 2022 Dec 18, 2023	BUY	$66.43 - $77.87 $59,986 - $70,316	903 Added 27.68%	4,165 $277 Million
Q2 2022 Dec 18, 2023	BUY	$70.31 - $80.24 $123,886 - $141,382	1,762 Added 117.47%	3,262 $234 Million
Q1 2022 Dec 18, 2023	SELL	$75.14 - $81.94 $34,789 - $37,938	-463 Reduced 23.59%	1,500 $118 Million
Q4 2021 Dec 19, 2023	SELL	$74.93 - $80.86 $34,692 - $37,438	-463 Reduced 23.59%	1,500 $121 Million

Others Institutions Holding SCHD

# of Institutions

2,013

Shares Held

891M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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West Paces Advisors Inc. Schwab Strategic Tr Us Dividen Transaction History