Meadow Creek Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Meadow Creek Wealth Advisors LLC

$132 Million
Q1 2025

A detailed history of Meadow Creek Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Meadow Creek Wealth Advisors LLC holds 12,952 shares of SCHD stock, worth $345,818. This represents 0.27% of its overall portfolio holdings.

Number of Shares

12,952

Previous 10,005 29.46%

Holding current value

$345,818

Previous $273,000 32.6%

% of portfolio

0.27%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$27.01 - $28.54 $79,598 - $84,107	2,947 Added 29.46%	12,952 $362,000
Q4 2024 Jan 27, 2025	BUY	$26.93 - $84.95 $179,623 - $566,616	6,670 Added 200.0%	10,005 $273,000
Q2 2024 Jul 17, 2024	BUY	$75.81 - $80.15 $252,826 - $267,300	3,335 New	3,335 $259,000
Q3 2022 Oct 14, 2022	SELL	$66.43 - $77.87 $156,110 - $182,994	-2,350 Reduced 31.93%	5,011 $333,000
Q2 2022 Jul 12, 2022	SELL	$70.31 - $80.24 $57,443 - $65,556	-817 Reduced 9.99%	7,361 $527,000
Q1 2022 Apr 13, 2022	SELL	$75.14 - $81.94 $602,547 - $657,076	-8,019 Reduced 49.51%	8,178 $645,000
Q4 2021 Feb 09, 2022	BUY	$74.93 - $80.86 $1.21 Million - $1.31 Million	16,197 New	16,197 $1.31 Million

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

Ticker SCHD
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Meadow Creek Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History