Lws Wealth Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	BUY	$70.31 - $80.24 $2,742 - $3,129	39 Added 0.98%	3,999 $286,000
Q1 2022 May 10, 2022	BUY	$75.14 - $81.94 $3,757 - $4,097	50 Added 1.28%	3,960 $312,000
Q4 2021 Feb 02, 2022	BUY	$74.93 - $80.86 $2,247 - $2,425	30 Added 0.77%	3,910 $316,000
Q3 2021 Nov 09, 2021	SELL	$74.23 - $78.13 $12,470 - $13,125	-168 Reduced 4.15%	3,880 $288,000
Q2 2021 Jul 23, 2021	BUY	$73.32 - $77.65 $1,173 - $1,242	16 Added 0.4%	4,048 $306,000
Q1 2021 Apr 29, 2021	SELL	$63.23 - $73.67 $4,679 - $5,451	-74 Reduced 1.8%	4,032 $294,000
Q4 2020 Jan 20, 2021	BUY	$54.8 - $65.16 $6,466 - $7,688	118 Added 2.96%	4,106 $263,000
Q3 2020 Nov 10, 2020	BUY	$50.37 - $58.54 $2,014 - $2,341	40 Added 1.01%	3,988 $221,000
Q2 2020 Aug 05, 2020	BUY	$43.56 - $56.5 $171,974 - $223,062	3,948 New	3,948 $204,000

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
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