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

Sax Wealth Advisors, LLC

$1.63 Billion
Q2 2025

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 15,301 shares of SCHD stock, worth $419,400. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,301

Previous 16,108 5.01%

Holding current value

$419,400

Previous $450,000 10.0%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$24.32 - $27.87 $19,626 - $22,491	-807 Reduced 5.01%	15,301 $405,000
Q1 2025 May 14, 2025	BUY	$27.01 - $28.54 $234,608 - $247,898	8,686 Added 117.03%	16,108 $450,000
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

2,013

Shares Held

891M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

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