Ethos Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Ethos Financial Group, LLC

  • $568 Million
  • Q2 2024

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 10,757 shares of SCHD stock, worth $910,580. This represents 0.15% of its overall portfolio holdings.

Number of Shares
10,757
Previous 100,242 89.27%
Holding current value
$910,580
Previous $8.09 Million 89.55%
% of portfolio
0.15%
Previous 1.53%

Shares

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

# of Institutions
1,661
Shares Held
274M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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