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

Strategies Wealth Advisors, LLC

  • $819 Billion
  • Q1 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 27,901 shares of SCHD stock, worth $730,169. This represents 0.1% of its overall portfolio holdings.

Number of Shares
27,901
Previous 27,899 0.01%
Holding current value
$730,169
Previous $772 Million 1.02%
% of portfolio
0.1%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$27.01 - $28.54 $54 - $57
2 Added 0.01%
27,901 $780 Million
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $498,447 - $1.57 Million
18,509 Added 197.11%
27,899 $772 Million
Q3 2024

Oct 07, 2024
SELL
$77.02 - $85.06 $5,237 - $5,784
-68 Reduced 0.72%
9,390 $794 Million
Q1 2024

Apr 22, 2024
BUY
$75.25 - $80.63 $75 - $80
1 Added 0.01%
9,458 $763 Million
Q4 2023

Jan 22, 2024
SELL
$66.9 - $76.32 $2,542 - $2,900
-38 Reduced 0.4%
9,457 $720 Million
Q3 2023

Oct 10, 2023
BUY
$70.63 - $75.66 $1,130 - $1,210
16 Added 0.17%
9,495 $672 Million
Q2 2023

Jul 12, 2023
SELL
$69.18 - $73.94 $14,804 - $15,823
-214 Reduced 2.21%
9,479 $688 Million
Q1 2023

Jun 27, 2023
BUY
$70.28 - $78.03 $24,738 - $27,466
352 Added 3.77%
9,693 $709 Million
Q4 2022

Jun 27, 2023
SELL
$67.16 - $79.06 $271,662 - $319,797
-4,045 Reduced 30.22%
9,341 $706 Million
Q2 2022

Jun 27, 2023
BUY
$70.31 - $80.24 $2,812 - $3,209
40 Added 0.3%
13,386 $959 Million
Q1 2022

Jun 27, 2023
SELL
$75.14 - $81.94 $3,531 - $3,851
-47 Reduced 0.35%
13,346 $1.05 Billion
Q4 2021

Jun 26, 2023
BUY
$74.93 - $80.86 $1 Million - $1.08 Million
13,393 New
13,393 $1.08 Billion

Others Institutions Holding SCHD

# of Institutions
1,997
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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