Souders Financial Advisors Schwab Strategic Tr Us Dividen Transaction History

Souders Financial Advisors

$683 Million
Q3 2024

A detailed history of Souders Financial Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Souders Financial Advisors holds 286,404 shares of SCHD stock, worth $8.2 Million. This represents 3.54% of its overall portfolio holdings.

Number of Shares

286,404

Previous 313,121 8.53%

Holding current value

$8.2 Million

Previous $24.3 Million 0.57%

% of portfolio

3.54%

Previous 3.81%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$77.02 - $85.06 $2.06 Million - $2.27 Million	-26,717 Reduced 8.53%	286,404 $24.2 Million
Q2 2024 Aug 28, 2024	BUY	$75.81 - $80.15 $820,946 - $867,944	10,829 Added 3.58%	313,121 $24.3 Million
Q1 2024 May 08, 2024	BUY	$75.25 - $80.63 $467,076 - $500,470	6,207 Added 2.1%	302,292 $24.4 Million
Q4 2023 Jan 24, 2024	BUY	$66.9 - $76.32 $674,151 - $769,076	10,077 Added 3.52%	296,085 $22.5 Million
Q3 2023 Nov 06, 2023	BUY	$70.63 - $75.66 $1.27 Million - $1.36 Million	17,916 Added 6.68%	286,008 $20.2 Million
Q2 2023 Aug 09, 2023	BUY	$69.18 - $73.94 $887,717 - $948,798	12,832 Added 5.03%	268,092 $19.5 Million
Q1 2023 May 09, 2023	SELL	$70.28 - $78.03 $5.83 Million - $6.47 Million	-82,972 Reduced 24.53%	255,260 $18.7 Million
Q4 2022 Feb 13, 2023	BUY	$67.16 - $79.06 $722,440 - $850,448	10,757 Added 3.28%	338,232 $25.6 Million
Q3 2022 Nov 10, 2022	SELL	$66.43 - $77.87 $274,488 - $321,758	-4,132 Reduced 1.25%	327,475 $21.8 Million
Q2 2022 Aug 05, 2022	BUY	$70.31 - $80.24 $617,884 - $705,149	8,788 Added 2.72%	331,607 $23.8 Million
Q1 2022 May 04, 2022	BUY	$75.14 - $81.94 $990,194 - $1.08 Million	13,178 Added 4.26%	322,819 $25.5 Million
Q4 2021 Feb 04, 2022	BUY	$74.93 - $80.86 $980,758 - $1.06 Million	13,089 Added 4.41%	309,641 $25 Million
Q3 2021 Nov 03, 2021	BUY	$74.23 - $78.13 $527,923 - $555,660	7,112 Added 2.46%	296,552 $22 Million
Q2 2021 Aug 09, 2021	SELL	$73.32 - $77.65 $1.28 Million - $1.36 Million	-17,516 Reduced 5.71%	289,440 $21.9 Million
Q1 2021 May 13, 2021	BUY	$63.23 - $73.67 $4.92 Million - $5.73 Million	77,761 Added 33.93%	306,956 $22.4 Million
Q4 2020 Feb 09, 2021	BUY	$54.8 - $65.16 $197,499 - $234,836	3,604 Added 1.6%	229,195 $14.7 Million
Q3 2020 Nov 12, 2020	BUY	$50.37 - $58.54 $517,199 - $601,088	10,268 Added 4.77%	225,591 $13.9 Million
Q2 2020 Aug 11, 2020	SELL	$43.56 - $56.5 $2.51 Million - $3.25 Million	-57,536 Reduced 21.09%	215,323 $11.1 Million
Q1 2020 May 12, 2020	BUY	$39.5 - $59.28 $10.8 Million - $16.2 Million	272,859 New	272,859 $12.3 Million

Others Institutions Holding SCHD

# of Institutions

1,752

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Souders Financial Advisors Schwab Strategic Tr Us Dividen Transaction History