A detailed history of Carolinas Wealth Consulting LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 2,217 shares of SCHY stock, worth $51,412. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,217
Previous 2,217 -0.0%
Holding current value
$51,412
Previous $52,000 11.54%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$23.23 - $24.96 $2.28 Million - $2.45 Million
-97,960 Reduced 97.79%
2,217 $52,000
Q1 2024

May 14, 2024

SELL
$23.78 - $24.68 $594,785 - $617,296
-25,012 Reduced 19.98%
100,177 $2.43 Million
Q4 2023

Feb 13, 2024

SELL
$22.12 - $24.59 $124,115 - $137,974
-5,611 Reduced 4.29%
125,189 $3.08 Million
Q3 2023

Nov 14, 2023

SELL
$22.9 - $24.85 $334,637 - $363,133
-14,613 Reduced 10.05%
130,800 $3.01 Million
Q2 2023

Aug 14, 2023

BUY
$23.33 - $24.6 $44,676 - $47,109
1,915 Added 1.33%
145,413 $3.48 Million
Q1 2023

May 15, 2023

SELL
$22.48 - $24.05 $429,772 - $459,787
-19,118 Reduced 11.76%
143,498 $3.39 Million
Q4 2022

Feb 14, 2023

BUY
$19.83 - $23.5 $334,889 - $396,868
16,888 Added 11.59%
162,616 $3.65 Million
Q3 2022

Nov 14, 2022

BUY
$19.8 - $23.02 $861,418 - $1 Million
43,506 Added 42.56%
145,728 $2.92 Million
Q2 2022

Aug 16, 2022

BUY
$22.27 - $25.95 $1.47 Million - $1.72 Million
66,101 Added 183.0%
102,222 $2.3 Million
Q1 2022

May 17, 2022

BUY
$24.23 - $26.34 $812,068 - $882,785
33,515 Added 1286.07%
36,121 $928,000
Q4 2021

Feb 14, 2022

BUY
$24.52 - $25.73 $18,537 - $19,451
756 Added 40.86%
2,606 $67,000
Q3 2021

Nov 15, 2021

BUY
$24.9 - $26.47 $3,012 - $3,202
121 Added 7.0%
1,850 $46,000
Q2 2021

Aug 17, 2021

BUY
$24.83 - $26.55 $42,931 - $45,904
1,729 New
1,729 $44,000

Others Institutions Holding SCHY

About SCHWAB STRATEGIC TR INTL DIVID


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