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

Us Advisors Wealth Management, LLC

  • $265 Million
  • Q1 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 86,567 shares of SCHD stock, worth $6.67 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares
86,567
Previous 103,796 16.6%
Holding current value
$6.67 Million
Previous $7.9 Million 12.11%
% of portfolio
2.62%
Previous 3.28%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$75.25 - $80.63 $1.3 Million - $1.39 Million
-17,229 Reduced 16.6%
86,567 $6.95 Million
Q4 2023

Feb 12, 2024
BUY
$66.9 - $76.32 $408,090 - $465,551
6,100 Added 6.24%
103,796 $7.9 Million
Q3 2023

Nov 09, 2023
BUY
$70.63 - $75.66 $165,697 - $177,498
2,346 Added 2.46%
97,696 $6.91 Million
Q2 2023

Aug 01, 2023
BUY
$69.18 - $73.94 $898,994 - $960,850
12,995 Added 15.78%
95,350 $6.95 Million
Q1 2023

Apr 13, 2023
BUY
$70.28 - $78.03 $155,318 - $172,446
2,210 Added 2.76%
82,355 $6.03 Million
Q4 2022

Feb 10, 2023
BUY
$73.08 - $79.06 $203,966 - $220,656
2,791 Added 3.61%
80,145 $6.05 Million
Q3 2022

Nov 14, 2022
BUY
N/A
4,221 Added 5.77%
77,354 $5.14 Million
Q2 2022

Aug 12, 2022
BUY
N/A
9,764 Added 15.41%
73,133 $5.24 Million
Q1 2022

Jun 08, 2022
BUY
N/A
6,366 Added 11.17%
63,369 $5 Million
Q4 2021

Feb 14, 2022
BUY
N/A
32,074 Added 128.66%
57,003 $4.61 Million
Q3 2021

Nov 03, 2021
BUY
N/A
15,731 Added 171.03%
24,929 $1.85 Million
Q2 2021

Aug 09, 2021
SELL
N/A
-7,824 Reduced 45.96%
9,198 $695,000
Q1 2021

May 11, 2021
SELL
N/A
-164,743 Reduced 90.64%
17,022 $1.24 Million
Q4 2020

Feb 11, 2021
SELL
N/A
-19,495 Reduced 9.69%
181,765 $11.7 Million
Q3 2020

Nov 04, 2020
BUY
N/A
1,322 Added 0.66%
201,260 $11.1 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-25,080 Reduced 11.15%
199,938 $10.3 Million
Q1 2020

Apr 28, 2020
SELL
N/A
-15,295 Reduced 6.36%
225,018 $10.1 Million
Q4 2019

Feb 14, 2020
BUY
N/A
109 Added 0.05%
240,313 $13.9 Million
Q3 2019

Nov 07, 2019
BUY
N/A
2,455 Added 1.03%
240,204 $13.2 Million
Q2 2019

Aug 09, 2019
BUY
N/A
4,353 Added 1.87%
237,749 $12.6 Million
Q1 2019

May 06, 2019
BUY
N/A
6,480 Added 2.86%
233,396 $12.2 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-14,056 Reduced 5.83%
226,916 $10.7 Million
Q3 2018

Oct 25, 2018
BUY
N/A
11,454 Added 4.99%
240,972 $12.8 Million
Q2 2018

Oct 10, 2018
BUY
N/A
3,965 Added 1.76%
229,518 $11.3 Million
Q1 2018

Apr 18, 2018
BUY
N/A
15,495 Added 7.38%
225,553 $11.1 Million
Q4 2017

Mar 28, 2018
BUY
N/A
210,058
210,058 $0

Others Institutions Holding SCHD

# of Institutions
1,645
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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