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

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 43,797 shares of SCHD stock, worth $1.2 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

43,797

Previous 40,190 8.97%

Holding current value

$1.2 Million

Previous $2.89 Million 0.73%

% of portfolio

0.13%

Previous 0.12%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$66.43 - $77.87 $239,613 - $280,877	3,607 Added 8.97%	43,797 $2.91 Million
Q2 2022 Aug 12, 2022	BUY	$70.31 - $80.24 $308,590 - $352,173	4,389 Added 12.26%	40,190 $2.89 Million
Q1 2022 May 10, 2022	BUY	$75.14 - $81.94 $612,090 - $667,483	8,146 Added 29.46%	35,801 $2.82 Million
Q4 2021 Feb 16, 2022	BUY	$74.93 - $80.86 $266,226 - $287,295	3,553 Added 14.74%	27,655 $2.24 Million
Q3 2021 Nov 17, 2021	BUY	$74.23 - $78.13 $167,685 - $176,495	2,259 Added 10.34%	24,102 $1.79 Million
Q2 2021 Aug 10, 2021	BUY	$73.32 - $77.65 $53,743 - $56,917	733 Added 3.47%	21,843 $1.65 Million
Q1 2021 May 07, 2021	SELL	$63.23 - $73.67 $46,347 - $54,000	-733 Reduced 3.36%	21,110 $1.54 Million
Q4 2020 Feb 12, 2021	BUY	$54.8 - $65.16 $491,501 - $584,420	8,969 Added 69.67%	21,843 $1.4 Million
Q3 2020 Nov 30, 2020	BUY	$50.37 - $58.54 $35,964 - $41,797	714 Added 5.87%	12,874 $712,000
Q2 2020 Aug 03, 2020	SELL	$43.56 - $56.5 $605,963 - $785,971	-13,911 Reduced 53.36%	12,160 $626,000
Q1 2020 May 05, 2020	BUY	$39.5 - $59.28 $139,277 - $209,021	3,526 Added 15.64%	26,071 $1.16 Million
Q4 2019 Feb 10, 2020	SELL	$52.87 - $58.15 $15,808 - $17,386	-299 Reduced 1.31%	22,545 $1.31 Million
Q3 2019 Nov 04, 2019	BUY	$54.39 - $55.76 $31,056 - $31,838	571 Added 2.56%	22,844 $1.24 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-63 Reduced 0.28%	22,273 $1.19 Million
Q1 2019 May 02, 2019	SELL	N/A	-652 Reduced 2.84%	22,336 $0
Q4 2018 Feb 12, 2019	BUY	N/A	22,988 New	22,988 $1.1 Million
Q3 2018 Nov 07, 2018	SELL	N/A	-15,062 Closed	0 $0
Q2 2018 Sep 17, 2018	BUY	N/A	15,062 New	15,062 $742,000

Others Institutions Holding SCHD

# of Institutions

2,015

Shares Held

890M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Strategic Wealth Advisors Group, LLC Schwab Strategic Tr Us Dividen Transaction History