West Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

West Financial Advisors, LLC

$573 Million
Q2 2025

A detailed history of West Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, West Financial Advisors, LLC holds 5,651 shares of SCHD stock, worth $149,977. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,651

Previous 6,644 14.95%

Holding current value

$149,977

Previous $183,000 18.58%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$24.32 - $27.87 $24,149 - $27,674	-993 Reduced 14.95%	5,651 $149,000
Q4 2024 Jan 14, 2025	BUY	$26.93 - $84.95 $88,626 - $279,570	3,291 Added 98.15%	6,644 $181,000
Q2 2024 Jul 15, 2024	BUY	$75.81 - $80.15 $2,350 - $2,484	31 Added 0.93%	3,353 $260,000
Q4 2023 Jan 11, 2024	SELL	$66.9 - $76.32 $96,336 - $109,900	-1,440 Reduced 30.24%	3,322 $252,000
Q1 2023 Apr 18, 2023	BUY	$70.28 - $78.03 $48,493 - $53,840	690 Added 16.94%	4,762 $348,000
Q4 2022 Jan 10, 2023	SELL	$67.16 - $79.06 $39,154 - $46,091	-583 Reduced 12.52%	4,072 $0
Q3 2022 Oct 11, 2022	SELL	$66.43 - $77.87 $8,968 - $10,512	-135 Reduced 2.82%	4,655 $309,000
Q2 2022 Jul 14, 2022	SELL	$70.31 - $80.24 $3,304 - $3,771	-47 Reduced 0.97%	4,790 $343,000
Q4 2021 Jan 19, 2022	SELL	$74.93 - $80.86 $899 - $970	-12 Reduced 0.25%	4,837 $391,000
Q3 2021 Oct 13, 2021	SELL	$74.23 - $78.13 $593 - $625	-8 Reduced 0.16%	4,849 $360,000
Q1 2021 Apr 20, 2021	SELL	$63.23 - $73.67 $31,109 - $36,245	-492 Reduced 9.2%	4,857 $354,000
Q4 2020 Feb 22, 2021	SELL	$54.8 - $65.16 $225,118 - $267,677	-4,108 Reduced 43.44%	5,349 $343,000
Q4 2020 Feb 02, 2021	BUY	$54.8 - $65.16 $518,243 - $616,218	9,457 New	9,457 $489 Million

Others Institutions Holding SCHD

# of Institutions

2,014

Shares Held

885M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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West Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History