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

West Financial Advisors, LLC

$466 Million
Q1 2024

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 3,322 shares of SCHD stock, worth $258,318. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,322

Previous 3,322 -0.0%

Holding current value

$258,318

Previous $252,000 5.95%

% of portfolio

0.06%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$73.08 - $79.06 $42,605 - $46,091	-583 Reduced 12.52%	4,072 $0
Q3 2022 Oct 11, 2022	SELL	N/A	-135 Reduced 2.82%	4,655 $309,000
Q2 2022 Jul 14, 2022	SELL	N/A	-47 Reduced 0.97%	4,790 $343,000

Q4 2021 Jan 19, 2022	SELL	N/A	-12 Reduced 0.25%	4,837 $391,000
Q3 2021 Oct 13, 2021	SELL	N/A	-8 Reduced 0.16%	4,849 $360,000
Q1 2021 Apr 20, 2021	SELL	N/A	-492 Reduced 9.2%	4,857 $354,000
Q4 2020 Feb 22, 2021	SELL	N/A	-4,108 Reduced 43.44%	5,349 $343,000
Q4 2020 Feb 02, 2021	BUY	N/A	9,457 New	9,457 $489 Million

Others Institutions Holding SCHD

# of Institutions

1,639

Shares Held

271M

Call Options Held

1.95M

Put Options Held

715K

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