Souders Financial Advisors Schwab Strategic Tr Us Dividen Transaction History

Souders Financial Advisors

$641 Million
Q1 2025

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 941,678 shares of SCHD stock, worth $24.3 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares

941,678

Previous 874,273 7.71%

Holding current value

$24.3 Million

Previous $23.9 Million 10.23%

% of portfolio

4.11%

Previous 3.61%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$27.01 - $28.54 $1.82 Million - $1.92 Million	67,405 Added 7.71%	941,678 $26.3 Million
Q4 2024 Feb 06, 2025	BUY	$26.93 - $84.95 $15.8 Million - $49.9 Million	587,869 Added 205.26%	874,273 $23.9 Million
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

1,997

Shares Held

886M

Call Options Held

4.89M

Put Options Held

2.23M

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 Souders Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Souders Financial Advisors with notifications on news.

Account

Souders Financial Advisors Schwab Strategic Tr Us Dividen Transaction History