Ten Capital Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Ten Capital Wealth Advisors, LLC

  • $341 Million
  • Q2 2023

A detailed history of Ten Capital Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ten Capital Wealth Advisors, LLC holds 8,881 shares of SCHD stock, worth $250,533. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,881
Previous 10,215 13.06%
Holding current value
$250,533
Previous $747,000 13.79%
% of portfolio
0.19%
Previous 0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
SELL
$69.18 - $73.94 $92,286 - $98,635
-1,334 Reduced 13.06%
8,881 $644,000
Q1 2023

May 04, 2023
BUY
$70.28 - $78.03 $198,470 - $220,356
2,824 Added 38.21%
10,215 $747,000
Q4 2022

Feb 09, 2023
BUY
$67.16 - $79.06 $353,127 - $415,697
5,258 Added 246.51%
7,391 $558,000
Q3 2022

Nov 09, 2022
BUY
$66.43 - $77.87 $13,286 - $15,574
200 Added 10.35%
2,133 $142,000
Q2 2021

Aug 12, 2021
BUY
$73.32 - $77.65 $83,291 - $88,210
1,136 Added 142.53%
1,933 $146,000
Q4 2020

Feb 16, 2021
BUY
$54.8 - $65.16 $43,675 - $51,932
797 New
797 $51,000

Others Institutions Holding SCHD

# of Institutions
1,931
Shares Held
820M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Ten Capital Wealth Advisors, LLC Portfolio

Follow Ten Capital Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ten Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ten Capital Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email