Souders Financial Advisors Schwab Strategic Tr Intl Divid Transaction History

Souders Financial Advisors

$683 Million
Q3 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 525,047 shares of SCHY stock, worth $12.6 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

525,047

Previous 541,417 3.02%

Holding current value

$12.6 Million

Previous $12.8 Million 7.67%

% of portfolio

2.01%

Previous 2.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

126

Shares Held

9.63M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL DIVID

Ticker SCHY
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Souders Financial Advisors Schwab Strategic Tr Intl Divid Transaction History