Paces Ferry Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Paces Ferry Wealth Advisors, LLC

  • $173 Million
  • Q3 2024

A detailed history of Paces Ferry Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Paces Ferry Wealth Advisors, LLC holds 124,005 shares of SCHD stock, worth $3.36 Million. This represents 6.04% of its overall portfolio holdings.

Number of Shares
124,005
Previous 112,820 9.91%
Holding current value
$3.36 Million
Previous $8.77 Million 19.49%
% of portfolio
6.04%
Previous 5.29%

Shares

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

Nov 08, 2024
BUY
$77.02 - $85.06 $861,468 - $951,396
11,185 Added 9.91%
124,005 $10.5 Million
Q2 2024

Aug 12, 2024
BUY
$75.81 - $80.15 $696,239 - $736,097
9,184 Added 8.86%
112,820 $8.77 Million
Q1 2024

May 01, 2024
BUY
$75.25 - $80.63 $3.75 Million - $4.02 Million
49,846 Added 92.67%
103,636 $8.36 Million
Q4 2023

Feb 05, 2024
BUY
$66.9 - $76.32 $578,618 - $660,091
8,649 Added 19.16%
53,790 $4.1 Million
Q3 2023

Nov 13, 2023
SELL
$70.63 - $75.66 $85,391 - $91,472
-1,209 Reduced 2.61%
45,141 $3.19 Million
Q2 2023

Jul 28, 2023
BUY
$69.18 - $73.94 $409,476 - $437,650
5,919 Added 14.64%
46,350 $3.37 Million
Q1 2023

Apr 24, 2023
BUY
$70.28 - $78.03 $2.84 Million - $3.15 Million
40,431 New
40,431 $2.96 Million
Q4 2020

Mar 05, 2021
SELL
$54.8 - $65.16 $328 - $390
-6 Closed
0 $0
Q3 2020

Nov 19, 2020
BUY
$50.37 - $58.54 $302 - $351
6 New
6 $0

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
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
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