A detailed history of Ethos Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ethos Financial Group, LLC holds 11,184 shares of SCHD stock, worth $325,118. This represents 0.18% of its overall portfolio holdings.

Number of Shares
11,184
Previous 10,757 3.97%
Holding current value
$325,118
Previous $845,000 11.83%
% of portfolio
0.18%
Previous 0.15%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$77.02 - $85.06 $32,887 - $36,320
427 Added 3.97%
11,184 $945,000
Q2 2024

Aug 12, 2024

SELL
$75.81 - $80.15 $6.78 Million - $7.17 Million
-89,485 Reduced 89.27%
10,757 $845,000
Q1 2024

May 08, 2024

BUY
$75.25 - $80.63 $43,043 - $46,120
572 Added 0.57%
100,242 $8.09 Million
Q4 2023

Feb 07, 2024

BUY
$66.9 - $76.32 $6.06 Million - $6.91 Million
90,604 Added 999.38%
99,670 $7.59 Million
Q3 2023

Nov 13, 2023

SELL
$70.63 - $75.66 $108,911 - $116,667
-1,542 Reduced 14.54%
9,066 $641,000
Q1 2023

Apr 20, 2023

BUY
$70.28 - $78.03 $28,252 - $31,368
402 Added 3.94%
10,608 $776,000
Q4 2022

Feb 09, 2023

BUY
$67.16 - $79.06 $685,434 - $806,886
10,206 New
10,206 $771 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Ethos Financial Group, LLC Portfolio

Follow Ethos Financial Group, LLC 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 Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.