Chokshi & Queen Wealth Advisors, Inc Schwab Strategic Tr Us Dividen Transaction History

Chokshi & Queen Wealth Advisors, Inc

  • $164 Billion
  • Q1 2025

A detailed history of Chokshi & Queen Wealth Advisors, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Chokshi & Queen Wealth Advisors, Inc holds 14,620 shares of SCHD stock, worth $382,605. This represents 0.25% of its overall portfolio holdings.

Number of Shares
14,620
Previous 15,735 7.09%
Holding current value
$382,605
Previous $430 Million 4.91%
% of portfolio
0.25%
Previous 0.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 20, 2025
SELL
$27.01 - $28.54 $30,116 - $31,822
-1,115 Reduced 7.09%
14,620 $409 Million
Q4 2024

Feb 25, 2025
BUY
$26.93 - $84.95 $423,743 - $1.34 Million
15,735 New
15,735 $430 Million

Others Institutions Holding SCHD

# of Institutions
1,997
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
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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