A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,548 shares of SCHD stock, worth $44,319. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,548
Previous 961 61.08%
Holding current value
$44,319
Previous $74,000 75.68%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 25, 2024

BUY
$77.02 - $85.06 $45,210 - $49,930
587 Added 61.08%
1,548 $130,000
Q2 2024

Jul 15, 2024

BUY
$75.81 - $80.15 $16,829 - $17,793
222 Added 30.04%
961 $74,000
Q4 2023

Feb 07, 2024

SELL
$66.9 - $76.32 $8,295 - $9,463
-124 Reduced 14.37%
739 $56,000
Q2 2023

Aug 07, 2023

BUY
$69.18 - $73.94 $12,659 - $13,531
183 Added 26.91%
863 $62,000
Q2 2022

Aug 02, 2022

SELL
$70.31 - $80.24 $8,437 - $9,628
-120 Reduced 15.0%
680 $49,000
Q1 2022

May 02, 2022

SELL
$75.14 - $81.94 $19,912 - $21,714
-265 Reduced 24.88%
800 $63,000
Q3 2021

Nov 09, 2021

BUY
$74.23 - $78.13 $55,746 - $58,675
751 Added 239.17%
1,065 $79,000
Q2 2021

Aug 04, 2021

BUY
$73.32 - $77.65 $21,189 - $22,440
289 Added 1156.0%
314 $24,000
Q3 2017

Oct 20, 2017

BUY
N/A
25
25 $1,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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