Fsm Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Fsm Wealth Advisors, LLC

  • $443 Million
  • Q1 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 23,422 shares of SCHD stock, worth $612,953. This represents 0.15% of its overall portfolio holdings.

Number of Shares
23,422
Previous 23,347 0.32%
Holding current value
$612,953
Previous $637,000 2.67%
% of portfolio
0.15%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$27.01 - $28.54 $2,025 - $2,140
75 Added 0.32%
23,422 $654,000
Q4 2024

Jan 24, 2025
BUY
$26.93 - $84.95 $423,932 - $1.34 Million
15,742 Added 207.0%
23,347 $637,000
Q3 2022

Oct 24, 2022
BUY
$66.43 - $77.87 $505,200 - $592,201
7,605 New
7,605 $505,000

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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