Wespac Advisors So Cal, LLC Schwab Strategic Tr Us Dividen Transaction History

Wespac Advisors So Cal, LLC

  • $377 Million
  • Q1 2024

A detailed history of Wespac Advisors So Cal, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 2,895 shares of SCHD stock, worth $224,217. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,895
Previous 2,645 9.45%
Holding current value
$224,217
Previous $201,000 15.92%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Apr 18, 2024
BUY
$75.25 - $80.63 $18,812 - $20,157
250 Added 9.45%
2,895 $233,000
Q4 2023

Jan 25, 2024
BUY
$66.9 - $76.32 $176,950 - $201,866
2,645 New
2,645 $201,000
Q4 2021

Feb 03, 2022
SELL
N/A
-6,815 Reduced 60.5%
4,450 $352,000
Q4 2021

Feb 02, 2022
BUY
N/A
6,815 Added 153.15%
11,265 $357,000
Q2 2021

Jul 29, 2021
BUY
N/A
4,450 New
4,450 $337,000
Q2 2018

Jul 13, 2018
SELL
N/A
-100 Closed
0 $0
Q1 2018

Apr 16, 2018
BUY
N/A
100 New
100 $4,000

Others Institutions Holding SCHD

# of Institutions
1,641
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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