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

Pillar Wealth Advisors, LLC

$67.6 Million
Q2 2024

A detailed history of Pillar Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pillar Wealth Advisors, LLC holds 33,430 shares of SCHD stock, worth $2.82 Million. This represents 3.85% of its overall portfolio holdings.

Number of Shares

33,430

Previous 40,097 16.63%

Holding current value

$2.82 Million

Previous $3.23 Million 19.61%

% of portfolio

3.85%

Previous 3.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$75.81 - $80.15 $505,425 - $534,360	-6,667 Reduced 16.63%	33,430 $2.6 Million
Q1 2024 May 06, 2024	BUY	$75.25 - $80.63 $541,273 - $579,971	7,193 Added 21.86%	40,097 $3.23 Million
Q4 2023 Feb 05, 2024	BUY	$66.9 - $76.32 $622,571 - $710,233	9,306 Added 39.44%	32,904 $2.5 Million
Q3 2023 Nov 07, 2023	BUY	$70.63 - $75.66 $326,098 - $349,322	4,617 Added 24.32%	23,598 $1.67 Million
Q2 2023 Aug 04, 2023	BUY	$69.18 - $73.94 $763,470 - $816,001	11,036 Added 138.9%	18,981 $1.38 Million
Q1 2023 May 05, 2023	BUY	$70.28 - $78.03 $558,374 - $619,948	7,945 New	7,945 $581,000

Others Institutions Holding SCHD

# of Institutions

1,658

Shares Held

273M

Call Options Held

1.52M

Put Options Held

741K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

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