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

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 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 7,422 shares of SCHD stock, worth $207,741. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,422

Previous 2,474 200.0%

Holding current value

$207,741

Previous $209,000 3.35%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$26.93 - $84.95 $133,249 - $420,332	4,948 Added 200.0%	7,422 $202,000
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

1,784

Shares Held

333M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

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.

Account

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