Wealthspire Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Wealthspire Advisors, LLC

  • $7.49 Billion
  • Q1 2024

A detailed history of Wealthspire Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 5,035,345 shares of SCHD stock, worth $396 Million. This represents 5.42% of its overall portfolio holdings.

Number of Shares
5,035,345
Previous 5,195,285 3.08%
Holding current value
$396 Million
Previous $396 Million 2.65%
% of portfolio
5.42%
Previous 5.62%

Shares

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

May 06, 2024
SELL
$75.25 - $80.63 $12 Million - $12.9 Million
-159,940 Reduced 3.08%
5,035,345 $406 Million
Q4 2023

Feb 06, 2024
SELL
$66.9 - $76.32 $15.2 Million - $17.3 Million
-226,598 Reduced 4.18%
5,195,285 $396 Million
Q3 2023

Nov 06, 2023
SELL
$70.63 - $75.66 $16.4 Million - $17.6 Million
-232,256 Reduced 4.11%
5,421,883 $384 Million
Q2 2023

Jul 31, 2023
SELL
$69.18 - $73.94 $26.6 Million - $28.5 Million
-385,030 Reduced 6.38%
5,654,139 $411 Million
Q1 2023

May 09, 2023
BUY
$70.28 - $78.03 $5.71 Million - $6.33 Million
81,186 Added 1.36%
6,039,169 $442 Million
Q4 2022

Feb 13, 2023
BUY
$73.08 - $79.06 $12.9 Million - $14 Million
176,696 Added 3.06%
5,957,983 $450 Million
Q3 2022

Nov 14, 2022
BUY
N/A
44,872 Added 0.78%
5,781,287 $384 Million
Q2 2022

Aug 09, 2022
BUY
N/A
234,446 Added 4.26%
5,736,415 $411 Million
Q1 2022

May 09, 2022
BUY
N/A
367,303 Added 7.15%
5,501,969 $434 Million
Q4 2021

Feb 14, 2022
BUY
N/A
161,079 Added 3.24%
5,134,666 $415 Million
Q3 2021

Nov 15, 2021
BUY
N/A
817,972 Added 19.68%
4,973,587 $369 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-213,666 Reduced 4.89%
4,155,615 $314 Million
Q1 2021

May 17, 2021
BUY
N/A
1,619,330 Added 58.89%
4,369,281 $319 Million
Q4 2020

Feb 16, 2021
BUY
N/A
1,823,484 Added 196.82%
2,749,951 $176 Million
Q3 2020

Nov 16, 2020
BUY
N/A
131,913 Added 16.6%
926,467 $51.2 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-451,327 Reduced 36.23%
794,554 $41.1 Million
Q1 2020

May 12, 2020
BUY
N/A
762,487 Added 157.74%
1,245,881 $56 Million
Q4 2019

Feb 14, 2020
BUY
N/A
475,463 Added 5994.99%
483,394 $28 Million
Q3 2019

Nov 12, 2019
BUY
N/A
7,931 New
7,931 $434,000

Others Institutions Holding SCHD

# of Institutions
1,634
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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