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 2,373 shares of SCHD stock, worth $67,938. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,373
Holding current value
$67,938
% of portfolio
0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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