Sound View Wealth Advisors Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Sound View Wealth Advisors Group, LLC

$1.2 Billion
Q1 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 547,465 shares of SCHD stock, worth $14.3 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

547,465

Previous 632,566 13.45%

Holding current value

$14.3 Million

Previous $17.3 Million 11.42%

% of portfolio

1.27%

Previous 1.41%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$27.01 - $28.54 $2.3 Million - $2.43 Million	-85,101 Reduced 13.45%	547,465 $15.3 Million
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $11.7 Million - $36.8 Million	433,044 Added 217.04%	632,566 $17.3 Million
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $1.44 Million - $1.59 Million	18,741 Added 10.37%	199,522 $16.9 Million
Q2 2024 Aug 05, 2024	SELL	$75.81 - $80.15 $1.51 Million - $1.59 Million	-19,856 Reduced 9.9%	180,781 $14.1 Million
Q1 2024 May 09, 2024	SELL	$75.25 - $80.63 $1.26 Million - $1.35 Million	-16,687 Reduced 7.68%	200,637 $16.2 Million
Q4 2023 Feb 08, 2024	BUY	$66.9 - $76.32 $561,692 - $640,782	8,396 Added 4.02%	217,324 $16.5 Million
Q3 2023 Nov 07, 2023	BUY	$70.63 - $75.66 $1.34 Million - $1.44 Million	19,021 Added 10.02%	208,928 $14.8 Million
Q2 2023 Aug 08, 2023	BUY	$69.18 - $73.94 $910,408 - $973,050	13,160 Added 7.45%	189,907 $13.8 Million
Q1 2023 May 12, 2023	BUY	$70.28 - $78.03 $5.44 Million - $6.04 Million	77,343 Added 77.81%	176,747 $12.9 Million
Q4 2022 Feb 08, 2023	BUY	$67.16 - $79.06 $91,404 - $107,600	1,361 Added 1.39%	99,404 $7.51 Million
Q3 2022 Nov 08, 2022	SELL	$66.43 - $77.87 $79,383 - $93,054	-1,195 Reduced 1.2%	98,043 $6.51 Million
Q2 2022 Aug 05, 2022	BUY	$70.31 - $80.24 $279,341 - $318,793	3,973 Added 4.17%	99,238 $7.11 Million
Q1 2022 May 11, 2022	BUY	$75.14 - $81.94 $582,485 - $635,198	7,752 Added 8.86%	95,265 $7.52 Million
Q4 2021 Jan 20, 2022	BUY	$74.93 - $80.86 $1.81 Million - $1.95 Million	24,144 Added 38.1%	87,513 $7.07 Million
Q3 2021 Oct 21, 2021	SELL	$74.23 - $78.13 $148,460 - $156,260	-2,000 Reduced 3.06%	63,369 $4.71 Million
Q2 2021 Jul 21, 2021	BUY	$73.32 - $77.65 $256,986 - $272,163	3,505 Added 5.67%	65,369 $4.94 Million
Q1 2021 Apr 28, 2021	SELL	$63.23 - $73.67 $212,073 - $247,089	-3,354 Reduced 5.14%	61,864 $4.51 Million
Q4 2020 Feb 02, 2021	BUY	$54.8 - $65.16 $180,840 - $215,028	3,300 Added 5.33%	65,218 $4.18 Million
Q3 2020 Nov 09, 2020	BUY	$50.37 - $58.54 $82,254 - $95,595	1,633 Added 2.71%	61,918 $3.42 Million
Q2 2020 Aug 07, 2020	BUY	$43.56 - $56.5 $265,062 - $343,802	6,085 Added 11.23%	60,285 $3.12 Million
Q1 2020 May 12, 2020	BUY	$39.5 - $59.28 $417,831 - $627,063	10,578 Added 24.25%	54,200 $2.44 Million
Q4 2019 Jan 27, 2020	BUY	$52.87 - $58.15 $265,301 - $291,796	5,018 Added 13.0%	43,622 $2.53 Million
Q3 2019 Nov 07, 2019	BUY	$54.39 - $55.76 $126,076 - $129,251	2,318 Added 6.39%	38,604 $2.12 Million
Q2 2019 Aug 07, 2019	BUY	N/A	36,286 New	36,286 $1.93 Million

Others Institutions Holding SCHD

# of Institutions

1,999

Shares Held

888M

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 Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Account

Sound View Wealth Advisors Group, LLC Schwab Strategic Tr Us Dividen Transaction History