Souders Financial Advisors Schwab Strategic Tr Intl Divid Transaction History

Souders Financial Advisors

  • $661 Million
  • Q4 2024

A detailed history of Souders Financial Advisors transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Souders Financial Advisors holds 123,587 shares of SCHY stock, worth $3.26 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
123,587
Previous 525,047 76.46%
Holding current value
$3.26 Million
Previous $13.7 Million 79.21%
% of portfolio
0.43%
Previous 2.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$23.01 - $26.06 $9.24 Million - $10.5 Million
-401,460 Reduced 76.46%
123,587 $2.86 Million
Q3 2024

Nov 05, 2024
SELL
$23.66 - $26.53 $387,314 - $434,296
-16,370 Reduced 3.02%
525,047 $13.7 Million
Q2 2024

Aug 28, 2024
BUY
$23.23 - $24.96 $475,889 - $511,330
20,486 Added 3.93%
541,417 $12.8 Million
Q1 2024

May 08, 2024
BUY
$23.78 - $24.68 $831,848 - $863,331
34,981 Added 7.2%
520,931 $12.6 Million
Q4 2023

Jan 24, 2024
BUY
$22.12 - $24.59 $597,063 - $663,733
26,992 Added 5.88%
485,950 $11.9 Million
Q3 2023

Nov 06, 2023
BUY
$22.9 - $24.85 $1.22 Million - $1.32 Million
53,068 Added 13.07%
458,958 $10.6 Million
Q2 2023

Aug 09, 2023
BUY
$23.33 - $24.6 $3.71 Million - $3.92 Million
159,186 Added 64.53%
405,890 $9.72 Million
Q1 2023

May 09, 2023
BUY
$22.48 - $24.05 $5.55 Million - $5.93 Million
246,704 New
246,704 $5.83 Million

Others Institutions Holding SCHY

# of Institutions
135
Shares Held
10M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL DIVID

SCHY Quotes by TradingView
  • Ticker SCHY
  • Sector ETFs
  • Industry ETFs
More about SCHY
Track This Portfolio

Track Souders Financial Advisors Portfolio

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

News

Stay updated on Souders Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email