Connectus Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Connectus Wealth, LLC

$4.37 Billion
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$66.9 - $76.32 $1,940 - $2,213	-29 Reduced 0.71%	4,033 $307,000
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $847 - $907	12 Added 0.3%	4,062 $287,000
Q2 2023 Aug 14, 2023	SELL	$69.18 - $73.94 $53,545 - $57,229	-774 Reduced 16.04%	4,050 $294,000
Q1 2023 May 11, 2023	BUY	$70.28 - $78.03 $17,851 - $19,819	254 Added 5.56%	4,824 $352,000
Q4 2022 Feb 07, 2023	BUY	$67.16 - $79.06 $70,652 - $83,171	1,052 Added 29.9%	4,570 $345,000
Q3 2022 Nov 10, 2022	SELL	$66.43 - $77.87 $99,379 - $116,493	-1,496 Reduced 29.84%	3,518 $234,000
Q2 2022 Aug 08, 2022	BUY	$70.31 - $80.24 $106,941 - $122,045	1,521 Added 43.54%	5,014 $359,000
Q1 2022 May 06, 2022	BUY	$75.14 - $81.94 $262,464 - $286,216	3,493 New	3,493 $282,000

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

About SCHWAB STRATEGIC TR US DIVIDEN

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