Visionary Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History

Visionary Wealth Advisors

$1.47 Billion
Q2 2024

A detailed history of Visionary Wealth Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Visionary Wealth Advisors holds 77,617 shares of SCHD stock, worth $6.56 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

77,617

Previous 80,361 3.41%

Holding current value

$6.56 Million

Previous $6.48 Million 6.85%

% of portfolio

0.41%

Previous 0.45%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$75.81 - $80.15 $208,022 - $219,931	-2,744 Reduced 3.41%	77,617 $6.04 Million
Q1 2024 May 15, 2024	SELL	$75.25 - $80.63 $886,746 - $950,143	-11,784 Reduced 12.79%	80,361 $6.48 Million
Q4 2023 Feb 14, 2024	SELL	$66.9 - $76.32 $853,443 - $973,614	-12,757 Reduced 12.16%	92,145 $7.01 Million
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $1.48 Million - $1.59 Million	20,983 Added 25.0%	104,902 $7.42 Million
Q2 2023 Aug 11, 2023	BUY	$69.18 - $73.94 $691,938 - $739,547	10,002 Added 13.53%	83,919 $6.09 Million
Q1 2023 May 15, 2023	BUY	$70.28 - $78.03 $639,126 - $709,604	9,094 Added 14.03%	73,917 $5.41 Million
Q4 2022 Feb 13, 2023	BUY	$67.16 - $79.06 $429,891 - $506,063	6,401 Added 10.96%	64,823 $4.9 Million
Q3 2022 Nov 14, 2022	SELL	$66.43 - $77.87 $16.2 Million - $19 Million	-244,244 Reduced 80.7%	58,422 $3.88 Million
Q2 2022 Aug 12, 2022	BUY	$70.31 - $80.24 $5.76 Million - $6.57 Million	81,887 Added 37.09%	302,666 $21.7 Million
Q1 2022 May 12, 2022	SELL	$75.14 - $81.94 $459,030 - $500,571	-6,109 Reduced 2.69%	220,779 $17.4 Million
Q4 2021 Feb 14, 2022	BUY	$74.93 - $80.86 $390,685 - $421,604	5,214 Added 2.35%	226,888 $18.3 Million
Q3 2021 Nov 12, 2021	SELL	$74.23 - $78.13 $161,004 - $169,463	-2,169 Reduced 0.97%	221,674 $16.5 Million
Q2 2021 Aug 13, 2021	SELL	$73.32 - $77.65 $1.44 Million - $1.53 Million	-19,669 Reduced 8.08%	223,843 $16.9 Million
Q1 2021 May 18, 2021	SELL	$63.23 - $73.67 $1.61 Million - $1.87 Million	-25,405 Reduced 9.45%	243,512 $17.8 Million
Q4 2020 Feb 16, 2021	BUY	$54.8 - $65.16 $4.43 Million - $5.26 Million	80,776 Added 42.93%	268,917 $17.2 Million
Q3 2020 Nov 16, 2020	BUY	$50.37 - $58.54 $63,415 - $73,701	1,259 Added 0.67%	188,141 $10.4 Million
Q2 2020 Aug 14, 2020	BUY	$43.56 - $56.5 $2.08 Million - $2.69 Million	47,654 Added 34.23%	186,882 $9.67 Million
Q1 2020 May 15, 2020	BUY	$39.5 - $59.28 $600,321 - $900,937	15,198 Added 12.25%	139,228 $6.26 Million
Q4 2019 Feb 14, 2020	BUY	$52.87 - $58.15 $6.56 Million - $7.21 Million	124,030 New	124,030 $7.18 Million

Others Institutions Holding SCHD

# of Institutions

1,659

Shares Held

273M

Call Options Held

1.52M

Put Options Held

741K

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About SCHWAB STRATEGIC TR US DIVIDEN

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Visionary Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History