Etesian Wealth Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Etesian Wealth Advisors, Inc.

  • $226 Billion
  • Q4 2024

A detailed history of Etesian Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 7,619 shares of SCHD stock, worth $212,112. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,619
Previous 2,373 221.07%
Holding current value
$212,112
Previous $201 Million 3.77%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jan 27, 2025
BUY
$26.93 - $84.95 $141,274 - $445,647
5,246 Added 221.07%
7,619 $208 Million
Q3 2024

Oct 18, 2024
BUY
$77.02 - $85.06 $182,768 - $201,847
2,373 New
2,373 $201 Million
Q1 2024

Apr 12, 2024
SELL
$75.25 - $80.63 $9,857 - $10,562
-131 Reduced 4.53%
2,763 $223 Million
Q4 2023

Jan 16, 2024
SELL
$66.9 - $76.32 $47,565 - $54,263
-711 Reduced 19.72%
2,894 $221 Million
Q4 2023

Jan 12, 2024
SELL
$66.9 - $76.32 $47,565 - $54,263
-711 Reduced 19.72%
2,894 $221 Million
Q2 2023

Jan 16, 2024
SELL
$69.18 - $73.94 $17,018 - $18,189
-246 Reduced 6.39%
3,605 $262 Million
Q2 2023

Oct 19, 2023
SELL
$69.18 - $73.94 $17,018 - $18,189
-246 Reduced 6.39%
3,605 $262 Million
Q1 2023

Jan 16, 2024
SELL
$70.28 - $78.03 $1,757 - $1,950
-25 Reduced 0.64%
3,851 $282 Million
Q1 2023

Oct 19, 2023
SELL
$70.28 - $78.03 $1,757 - $1,950
-25 Reduced 0.64%
3,851 $282 Million
Q4 2022

Jan 16, 2024
BUY
$67.16 - $79.06 $65,951 - $77,636
982 Added 33.93%
3,876 $293 Million
Q4 2022

Oct 19, 2023
BUY
$67.16 - $79.06 $260,312 - $306,436
3,876 New
3,876 $293 Million

Others Institutions Holding SCHD

# of Institutions
1,948
Shares Held
833M
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
Track This Portfolio

Track Etesian Wealth Advisors, Inc. Portfolio

Follow Etesian Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Etesian Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Etesian Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email