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

Etesian Wealth Advisors, Inc.

$268 Billion
Q2 2025

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 17,670 shares of SCHD stock, worth $471,435. This represents 0.17% of its overall portfolio holdings.

Number of Shares

17,670

Previous 7,914 123.28%

Holding current value

$471,435

Previous $221 Million 111.62%

% of portfolio

0.17%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$24.32 - $27.87 $237,265 - $271,899	9,756 Added 123.28%	17,670 $468 Million
Q1 2025 Apr 24, 2025	BUY	$27.01 - $28.54 $7,967 - $8,419	295 Added 3.87%	7,914 $221 Million
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

2,002

Shares Held

897M

Call Options Held

4.42M

Put Options Held

2.23M

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