Wealth Architects, LLC Schwab Strategic Tr Us Dividen Transaction History

Wealth Architects, LLC

$793 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 17, 2022	SELL	$75.14 - $81.94 $274,636 - $299,490	-3,655 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$74.93 - $80.86 $273,869 - $295,543	3,655 New	3,655 $295,000

Others Institutions Holding SCHD

# of Institutions

1,659

Shares Held

273M

Call Options Held

1.52M

Put Options Held

741K

Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$942 Million
0.44% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.2M
Shares

$857 Million
0.15% of portfolio
Morgan Stanley New York, NY

9.27M
Shares

$781 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$753 Million
15.07% of portfolio
Avantax Advisory Services, Inc.

8.27M
Shares

$697 Million
4.66% of portfolio

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