W Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

W Advisors, LLC

$159 Million
Q4 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 30,657 shares of SCHD stock, worth $860,541. This represents 0.52% of its overall portfolio holdings.

Number of Shares

30,657

Previous 8,854 246.25%

Holding current value

$860,541

Previous $748,000 11.9%

% of portfolio

0.52%

Previous 0.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$26.93 - $84.95 $587,154 - $1.85 Million	21,803 Added 246.25%	30,657 $837,000
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

1,803

Shares Held

391M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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