Capital Advisors Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Capital Advisors Wealth Management, LLC

  • $556 Million
  • Q4 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 20,886 shares of SCHD stock, worth $576,035. This represents 0.1% of its overall portfolio holdings.

Number of Shares
20,886
Previous 5,878 255.32%
Holding current value
$576,035
Previous $496,000 14.92%
% of portfolio
0.1%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$26.93 - $84.95 $404,165 - $1.27 Million
15,008 Added 255.32%
20,886 $570,000
Q3 2024

Oct 15, 2024
BUY
$77.02 - $85.06 $89,805 - $99,179
1,166 Added 24.75%
5,878 $496,000
Q2 2024

Jul 16, 2024
BUY
$75.81 - $80.15 $48,442 - $51,215
639 Added 15.69%
4,712 $366,000
Q1 2024

Apr 12, 2024
SELL
$75.25 - $80.63 $24,456 - $26,204
-325 Reduced 7.39%
4,073 $328,000
Q4 2023

Jan 08, 2024
SELL
$66.9 - $76.32 $2,676 - $3,052
-40 Reduced 0.9%
4,398 $334,000
Q3 2023

Oct 10, 2023
BUY
$70.63 - $75.66 $141 - $151
2 Added 0.05%
4,438 $314,000
Q2 2023

Jul 11, 2023
BUY
$69.18 - $73.94 $3,597 - $3,844
52 Added 1.19%
4,436 $322,000
Q1 2023

Apr 14, 2023
SELL
$70.28 - $78.03 $43,011 - $47,754
-612 Reduced 12.25%
4,384 $320,000
Q4 2022

Feb 09, 2023
BUY
$67.16 - $79.06 $71,391 - $84,040
1,063 Added 27.03%
4,996 $377,000
Q3 2022

Nov 14, 2022
BUY
$66.43 - $77.87 $41,385 - $48,513
623 Added 18.82%
3,933 $261,000
Q2 2022

Aug 04, 2022
BUY
$70.31 - $80.24 $52,591 - $60,019
748 Added 29.2%
3,310 $237,000
Q1 2022

May 09, 2022
BUY
$75.14 - $81.94 $192,508 - $209,930
2,562 New
2,562 $202,000

Others Institutions Holding SCHD

# of Institutions
1,952
Shares Held
848M
Call Options Held
4.82M
Put Options Held
2.73M
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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