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

Etesian Wealth Advisors, Inc.

$303 Billion
Q3 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 17,146 shares of SCHD stock, worth $455,569. This represents 0.15% of its overall portfolio holdings.

Number of Shares

17,146

Previous 17,670 2.97%

Holding current value

$455,569

Previous $468 Million 0.03%

% of portfolio

0.15%

Previous 0.17%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$26.38 - $27.95 $13,823 - $14,645	-524 Reduced 2.97%	17,146 $468 Million
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

2,023

Shares Held

839M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

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.

Account

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