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

Etesian Wealth Advisors, Inc.

$174 Billion
Q1 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 2,763 shares of SCHD stock, worth $212,806. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,763

Previous 2,894 4.53%

Holding current value

$212,806

Previous $221 Million 0.86%

% of portfolio

0.13%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$73.08 - $79.06 $71,764 - $77,636	982 Added 33.93%	3,876 $293 Million
Q4 2022 Oct 19, 2023	BUY	$73.08 - $79.06 $283,258 - $306,436	3,876 New	3,876 $293 Million

Others Institutions Holding SCHD

# of Institutions

1,645

Shares Held

271M

Call Options Held

1.95M

Put Options Held

715K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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