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

1,751

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lws Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lws Wealth Advisors, Inc. with notifications on news.