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

Adapt Wealth Advisors, LLC

  • $160 Billion
  • Q2 2024

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 39,108 shares of SCHD stock, worth $3.3 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares
39,108
Previous 38,728 0.98%
Holding current value
$3.3 Million
Previous $3.12 Billion 2.61%
% of portfolio
1.91%
Previous 2.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
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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