Tci Wealth Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

A detailed history of Tci Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 3,334 shares of SCHD stock, worth $95,452. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,334

Holding current value

$95,452

% of portfolio

0.03%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$77.02 - $85.06 $256,784 - $283,590	3,334 New	3,334 $281,000
Q1 2024 May 07, 2024	BUY	$75.25 - $80.63 $238,542 - $255,597	3,170 New	3,170 $255,000
Q2 2023 Aug 04, 2023	SELL	$69.18 - $73.94 $760 - $813	-11 Reduced 0.28%	3,903 $283,000
Q1 2023 May 03, 2023	BUY	$70.28 - $78.03 $138,381 - $153,641	1,969 Added 101.23%	3,914 $286,000
Q4 2022 Feb 06, 2023	BUY	$67.16 - $79.06 $1,477 - $1,739	22 Added 1.14%	1,945 $146,000
Q3 2022 Nov 08, 2022	BUY	$66.43 - $77.87 $36,602 - $42,906	551 Added 40.16%	1,923 $128,000
Q2 2022 Jul 19, 2022	BUY	$70.31 - $80.24 $140 - $160	2 Added 0.15%	1,372 $98,000
Q1 2022 Apr 29, 2022	BUY	$75.14 - $81.94 $6,912 - $7,538	92 Added 7.2%	1,370 $108,000
Q4 2021 Jan 24, 2022	BUY	$74.93 - $80.86 $1,573 - $1,698	21 Added 1.67%	1,278 $103,000
Q3 2021 Oct 29, 2021	BUY	$74.23 - $78.13 $74 - $78	1 Added 0.08%	1,257 $93,000
Q2 2021 Aug 02, 2021	BUY	$73.32 - $77.65 $73 - $77	1 Added 0.08%	1,256 $95,000
Q1 2021 Apr 29, 2021	BUY	$63.23 - $73.67 $695 - $810	11 Added 0.88%	1,255 $91,000
Q4 2020 Jan 21, 2021	BUY	$54.8 - $65.16 $657 - $781	12 Added 0.97%	1,244 $80,000
Q3 2020 Oct 20, 2020	BUY	$50.37 - $58.54 $50 - $58	1 Added 0.08%	1,232 $68,000
Q2 2020 Jul 20, 2020	SELL	$43.56 - $56.5 $137,170 - $177,918	-3,149 Reduced 71.89%	1,231 $64,000
Q1 2020 Apr 14, 2020	BUY	$39.5 - $59.28 $123,082 - $184,716	3,116 Added 246.52%	4,380 $197,000
Q4 2019 Jan 27, 2020	BUY	$52.87 - $58.15 $2,484 - $2,733	47 Added 3.86%	1,264 $73,000
Q3 2019 Oct 17, 2019	SELL	$54.39 - $55.76 $16,045 - $16,449	-295 Reduced 19.51%	1,217 $67,000
Q2 2019 Jul 23, 2019	BUY	N/A	10 Added 0.67%	1,512 $80,000
Q1 2019 Apr 11, 2019	SELL	N/A	-734 Reduced 32.83%	1,502 $79,000
Q4 2018 Jan 17, 2019	BUY	N/A	740 Added 49.47%	2,236 $105,000
Q3 2018 Nov 02, 2018	SELL	N/A	-85 Reduced 5.38%	1,496 $79,000
Q2 2018 Jul 27, 2018	BUY	N/A	90 Added 6.04%	1,581 $78,000
Q1 2018 Apr 30, 2018	BUY	N/A	1,121 Added 302.97%	1,491 $73,000
Q4 2017 Feb 01, 2018	BUY	N/A	370 New	370 $19,000
Q3 2017 Oct 24, 2017	SELL	N/A	-115 Closed	0 $0
Q2 2017 Aug 10, 2017	BUY	N/A	115	115 $5,000

Others Institutions Holding SCHD

# of Institutions

1,743

Shares Held

275M

Call Options Held

1.78M

Put Options Held

1.09M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Tci Wealth Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History