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

Canvas Wealth Advisors, LLC

  • $355 Million
  • Q3 2024

A detailed history of Canvas Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 126,698 shares of SCHD stock, worth $3.43 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
126,698
Previous 128,872 1.69%
Holding current value
$3.43 Million
Previous $10 Million 6.87%
% of portfolio
3.01%
Previous 3.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$77.02 - $85.06 $167,441 - $184,920
-2,174 Reduced 1.69%
126,698 $10.7 Million
Q2 2024

Aug 01, 2024
BUY
$75.81 - $80.15 $340,083 - $359,552
4,486 Added 3.61%
128,872 $10 Million
Q1 2024

Apr 23, 2024
BUY
$75.25 - $80.63 $659,716 - $706,883
8,767 Added 7.58%
124,386 $10 Million
Q4 2023

Jan 17, 2024
SELL
$66.9 - $76.32 $1.72 Million - $1.97 Million
-25,748 Reduced 18.21%
115,619 $8.8 Million
Q3 2023

Oct 24, 2023
SELL
$70.63 - $75.66 $295,092 - $316,107
-4,178 Reduced 2.87%
141,367 $10 Million
Q2 2023

Jul 25, 2023
BUY
$69.18 - $73.94 $2.47 Million - $2.64 Million
35,751 Added 32.56%
145,545 $10.6 Million
Q1 2023

Apr 28, 2023
BUY
$70.28 - $78.03 $2.36 Million - $2.63 Million
33,646 Added 44.19%
109,794 $8.03 Million
Q4 2022

Jan 23, 2023
BUY
$67.16 - $79.06 $443,860 - $522,507
6,609 Added 9.5%
76,148 $0
Q3 2022

Oct 28, 2022
BUY
$66.43 - $77.87 $785,800 - $921,124
11,829 Added 20.5%
69,539 $5.03 Million
Q2 2022

Jul 25, 2022
BUY
$70.31 - $80.24 $3.49 Million - $3.99 Million
49,708 Added 621.19%
57,710 $4.13 Million
Q1 2022

May 09, 2022
BUY
$75.14 - $81.94 $601,270 - $655,683
8,002 New
8,002 $612,000

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
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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