W Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

W Advisors, LLC

  • $161 Million
  • Q3 2024

A detailed history of W Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, W Advisors, LLC holds 8,854 shares of SCHD stock, worth $239,766. This represents 0.46% of its overall portfolio holdings.

Number of Shares
8,854
Previous 7,366 20.2%
Holding current value
$239,766
Previous $572,000 30.77%
% of portfolio
0.46%
Previous 0.38%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$77.02 - $85.06 $114,605 - $126,569
1,488 Added 20.2%
8,854 $748,000
Q2 2024

Aug 06, 2024
BUY
$75.81 - $80.15 $48,594 - $51,376
641 Added 9.53%
7,366 $572,000
Q1 2024

Apr 25, 2024
BUY
$75.25 - $80.63 $33,034 - $35,396
439 Added 6.98%
6,725 $542,000
Q4 2023

Feb 06, 2024
BUY
$66.9 - $76.32 $41,946 - $47,852
627 Added 11.08%
6,286 $478,000
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $36,798 - $39,418
521 Added 10.14%
5,659 $400,000
Q2 2023

Aug 03, 2023
BUY
$69.18 - $73.94 $164,025 - $175,311
2,371 Added 85.69%
5,138 $373,000
Q4 2022

Feb 06, 2023
BUY
$67.16 - $79.06 $185,831 - $218,759
2,767 New
2,767 $209,000

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
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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