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

Moser Wealth Advisors, LLC

  • $190 Million
  • Q3 2024

A detailed history of Moser Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 9,673 shares of SCHD stock, worth $283,902. This represents 0.43% of its overall portfolio holdings.

Number of Shares
9,673
Previous 8,593 12.57%
Holding current value
$283,902
Previous $668,000 22.31%
% of portfolio
0.43%
Previous 0.37%

Shares

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

Nov 05, 2024
BUY
$77.02 - $85.06 $83,181 - $91,864
1,080 Added 12.57%
9,673 $817,000
Q2 2024

Aug 06, 2024
BUY
$75.81 - $80.15 $36,009 - $38,071
475 Added 5.85%
8,593 $668,000
Q1 2024

May 01, 2024
SELL
$75.25 - $80.63 $11,287 - $12,094
-150 Reduced 1.81%
8,118 $654,000
Q4 2023

Feb 06, 2024
SELL
$66.9 - $76.32 $143,366 - $163,553
-2,143 Reduced 20.58%
8,268 $629,000
Q3 2023

Nov 09, 2023
BUY
$70.63 - $75.66 $12,925 - $13,845
183 Added 1.79%
10,411 $736,000
Q2 2023

Aug 02, 2023
BUY
$69.18 - $73.94 $23,867 - $25,509
345 Added 3.49%
10,228 $742,000
Q4 2022

Jan 12, 2023
SELL
$67.16 - $79.06 $3,559 - $4,190
-53 Reduced 0.53%
9,883 $747,000
Q3 2022

Nov 03, 2022
SELL
$66.43 - $77.87 $99,645 - $116,805
-1,500 Reduced 13.12%
9,936 $660,000
Q2 2022

Aug 02, 2022
BUY
$70.31 - $80.24 $72,841 - $83,128
1,036 Added 9.96%
11,436 $819,000
Q1 2022

Apr 29, 2022
BUY
$75.14 - $81.94 $781,456 - $852,176
10,400 New
10,400 $820,000
Q1 2020

Apr 30, 2020
SELL
$39.5 - $59.28 $130,152 - $195,327
-3,295 Closed
0 $0
Q4 2019

Feb 12, 2020
BUY
$52.87 - $58.15 $174,206 - $191,604
3,295 New
3,295 $191,000

Others Institutions Holding SCHD

# of Institutions
1,753
Shares Held
275M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Moser Wealth Advisors, LLC Portfolio

Follow Moser Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Moser Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email