Wcg Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Wcg Wealth Advisors LLC

  • $1.18 Billion
  • Q1 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 13,540 shares of SCHD stock, worth $1.04 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,540
Previous 18,738 27.74%
Holding current value
$1.04 Million
Previous $1.43 Million 23.55%
% of portfolio
0.09%
Previous 0.1%

Shares

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

May 13, 2024
SELL
$75.25 - $80.63 $391,149 - $419,114
-5,198 Reduced 27.74%
13,540 $1.09 Million
Q4 2023

Feb 08, 2024
BUY
$66.9 - $76.32 $348,883 - $398,008
5,215 Added 38.56%
18,738 $1.43 Million
Q3 2023

Nov 09, 2023
BUY
$70.63 - $75.66 $955,129 - $1.02 Million
13,523 New
13,523 $957,000

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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