Andrews, Lucia Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Andrews, Lucia Wealth Management LLC

  • $150 Million
  • Q3 2024

A detailed history of Andrews, Lucia Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 5,782 shares of SCHD stock, worth $165,538. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,782
Previous 5,782 -0.0%
Holding current value
$165,538
Previous $449,000 8.69%
% of portfolio
0.32%
Previous 0.32%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$75.25 - $80.63 $71,939 - $77,082
-956 Reduced 14.19%
5,782 $466,000
Q4 2023

Feb 09, 2024
BUY
$66.9 - $76.32 $3,880 - $4,426
58 Added 0.87%
6,738 $512,000
Q3 2023

Nov 02, 2023
BUY
$70.63 - $75.66 $3,672 - $3,934
52 Added 0.78%
6,680 $472,000
Q2 2023

Aug 04, 2023
BUY
$69.18 - $73.94 $3,597 - $3,844
52 Added 0.79%
6,628 $481,000
Q1 2023

May 03, 2023
BUY
$70.28 - $78.03 $3,232 - $3,589
46 Added 0.7%
6,576 $481,000
Q4 2022

Feb 13, 2023
BUY
$67.16 - $79.06 $3,358 - $3,953
50 Added 0.77%
6,530 $493,000
Q3 2022

Nov 01, 2022
BUY
$66.43 - $77.87 $430,466 - $504,597
6,480 New
6,480 $430,000
Q2 2022

Jul 28, 2022
SELL
$70.31 - $80.24 $375,666 - $428,722
-5,343 Closed
0 $0
Q1 2022

Apr 21, 2022
BUY
$75.14 - $81.94 $401,473 - $437,805
5,343 New
5,343 $432,000

Others Institutions Holding SCHD

# of Institutions
1,751
Shares Held
275M
Call Options Held
1.92M
Put Options Held
1.16M
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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