Adapt Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Adapt Wealth Advisors, LLC

$205 Billion
Q1 2025

A detailed history of Adapt Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 108,848 shares of SCHD stock, worth $2.91 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

108,848

Previous 109,649 0.73%

Holding current value

$2.91 Million

Previous $3 Billion 1.6%

% of portfolio

1.48%

Previous 1.47%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$27.01 - $28.54 $21,635 - $22,860	-801 Reduced 0.73%	108,848 $3.04 Billion
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $1.93 Million - $6.07 Million	71,509 Added 187.49%	109,649 $3 Billion
Q3 2024 Nov 12, 2024	SELL	$77.02 - $85.06 $74,555 - $82,338	-968 Reduced 2.48%	38,140 $3.22 Billion
Q2 2024 Aug 06, 2024	BUY	$75.81 - $80.15 $28,807 - $30,457	380 Added 0.98%	39,108 $3.04 Billion
Q1 2024 May 02, 2024	BUY	$75.25 - $80.63 $2.91 Million - $3.12 Million	38,728 New	38,728 $3.12 Billion

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

Ticker SCHD
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Adapt Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History