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

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 2,474 shares of SCHD stock, worth $70,830. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,474
Previous 2,774 10.81%
Holding current value
$70,830
Previous $215,000 2.79%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 17, 2024
SELL
$77.02 - $85.06 $23,106 - $25,518
-300 Reduced 10.81%
2,474 $209,000
Q2 2024

Jul 12, 2024
SELL
$75.81 - $80.15 $353,274 - $373,499
-4,660 Reduced 62.68%
2,774 $215,000
Q1 2024

May 13, 2024
BUY
$75.25 - $80.63 $30,401 - $32,574
404 Added 5.75%
7,434 $599,000
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $95,332 - $108,755
1,425 Added 25.42%
7,030 $535,000
Q3 2023

Nov 07, 2023
BUY
$70.63 - $75.66 $395,881 - $424,074
5,605 New
5,605 $396,000

Others Institutions Holding SCHD

# of Institutions
1,751
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 Sax Wealth Advisors, LLC Portfolio

Follow Sax 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 Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email