Soa Wealth Advisors, Llc. Schwab Strategic Tr Us Dividen Transaction History

Soa Wealth Advisors, Llc.

  • $897 Million
  • Q2 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 26,005 shares of SCHD stock, worth $695,373. This represents 0.08% of its overall portfolio holdings.

Number of Shares
26,005
Previous 36,440 28.64%
Holding current value
$695,373
Previous $1.01 Million 31.44%
% of portfolio
0.08%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$24.32 - $27.87 $253,779 - $290,823
-10,435 Reduced 28.64%
26,005 $689,000
Q1 2025

Apr 14, 2025
BUY
$27.01 - $28.54 $15,854 - $16,752
587 Added 1.64%
36,440 $1.01 Million
Q4 2024

Jan 28, 2025
BUY
$26.93 - $84.95 $628,115 - $1.98 Million
23,324 Added 186.16%
35,853 $979,000
Q3 2024

Oct 08, 2024
SELL
$77.02 - $85.06 $16,097 - $17,777
-209 Reduced 1.64%
12,529 $1.06 Million
Q2 2024

Jul 17, 2024
SELL
$75.81 - $80.15 $33,280 - $35,185
-439 Reduced 3.33%
12,738 $990,000
Q1 2024

Apr 10, 2024
BUY
$75.25 - $80.63 $10,008 - $10,723
133 Added 1.02%
13,177 $1.06 Million
Q4 2023

Jan 10, 2024
BUY
$66.9 - $76.32 $126,909 - $144,779
1,897 Added 17.02%
13,044 $993,000
Q3 2023

Oct 10, 2023
BUY
$70.63 - $75.66 $787,312 - $843,382
11,147 New
11,147 $788,000
Q3 2022

Oct 07, 2022
BUY
$66.43 - $77.87 $16,607 - $19,467
250 New
250 $16,000

Others Institutions Holding SCHD

# of Institutions
2,002
Shares Held
899M
Call Options Held
4.42M
Put Options Held
2.23M
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 Soa Wealth Advisors, Llc. Portfolio

Follow Soa 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 Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email