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

Moser Wealth Advisors, LLC

$178 Million
Q1 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 8,118 shares of SCHD stock, worth $631,255. This represents 0.37% of its overall portfolio holdings.

Number of Shares

8,118

Previous 8,268 1.81%

Holding current value

$631,255

Previous $629,000 3.97%

% of portfolio

0.37%

Previous 0.4%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$73.08 - $79.06 $3,873 - $4,190	-53 Reduced 0.53%	9,883 $747,000

Q3 2022 Nov 03, 2022	SELL	N/A	-1,500 Reduced 13.12%	9,936 $660,000
Q2 2022 Aug 02, 2022	BUY	N/A	1,036 Added 9.96%	11,436 $819,000
Q1 2022 Apr 29, 2022	BUY	N/A	10,400 New	10,400 $820,000
Q1 2020 Apr 30, 2020	SELL	N/A	-3,295 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	N/A	3,295 New	3,295 $191,000

Others Institutions Holding SCHD

# of Institutions

1,639

Shares Held

271M

Call Options Held

1.95M

Put Options Held

715K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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