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

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

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 6,690 shares of SCHD stock, worth $175,211. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,690

Previous 4,644 44.06%

Holding current value

$175,211

Previous $126,000 48.41%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$27.01 - $28.54 $55,262 - $58,392	2,046 Added 44.06%	6,690 $187,000
Q4 2024 Jan 30, 2025	BUY	$26.93 - $84.95 $83,375 - $263,005	3,096 Added 200.0%	4,644 $126,000
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

# of Institutions

1,995

Shares Held

887M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Jfs Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History