West Paces Advisors Inc. Schwab Strategic Tr Us Dividen Transaction History

West Paces Advisors Inc.

  • $408 Billion
  • Q3 2024

A detailed history of West Paces Advisors Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, West Paces Advisors Inc. holds 1,488 shares of SCHD stock, worth $40,295. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,488
Previous 1,481 0.47%
Holding current value
$40,295
Previous $115 Million 9.22%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$77.02 - $85.06 $539 - $595
7 Added 0.47%
1,488 $126 Million
Q2 2024

Jul 16, 2024
SELL
$75.81 - $80.15 $37,905 - $40,075
-500 Reduced 25.24%
1,481 $115 Million
Q1 2024

Apr 15, 2024
BUY
$75.25 - $80.63 $1,053 - $1,128
14 Added 0.71%
1,981 $160 Million
Q4 2023

Jan 30, 2024
BUY
$66.9 - $76.32 $267 - $305
4 Added 0.2%
1,967 $150 Million
Q3 2023

Dec 18, 2023
SELL
$70.63 - $75.66 $105,733 - $113,263
-1,497 Reduced 43.27%
1,963 $139 Million
Q2 2023

Dec 18, 2023
BUY
$69.18 - $73.94 $207 - $221
3 Added 0.09%
3,460 $251 Million
Q1 2023

Dec 18, 2023
BUY
$70.28 - $78.03 $6,044 - $6,710
86 Added 2.55%
3,457 $253 Million
Q4 2022

Dec 18, 2023
BUY
$67.16 - $79.06 $226,396 - $266,511
3,371 New
3,371 $255 Million
Q3 2022

Dec 18, 2023
BUY
$66.43 - $77.87 $59,986 - $70,316
903 Added 27.68%
4,165 $277 Million
Q2 2022

Dec 18, 2023
BUY
$70.31 - $80.24 $123,886 - $141,382
1,762 Added 117.47%
3,262 $234 Million
Q1 2022

Dec 18, 2023
SELL
$75.14 - $81.94 $34,789 - $37,938
-463 Reduced 23.59%
1,500 $118 Million
Q4 2021

Dec 19, 2023
SELL
$74.93 - $80.86 $34,692 - $37,438
-463 Reduced 23.59%
1,500 $121 Million

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track West Paces Advisors Inc. Portfolio

Follow West Paces Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Paces Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on West Paces Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email