Win Advisors, Inc Schwab Strategic Tr Us Dividen Transaction History

Win Advisors, Inc

  • $182 Million
  • Q1 2025

A detailed history of Win Advisors, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Win Advisors, Inc holds 147,257 shares of SCHD stock, worth $3.93 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares
147,257
Holding current value
$3.93 Million
% of portfolio
2.26%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$27.01 - $28.54 $3.98 Million - $4.2 Million
147,257 New
147,257 $4.12 Million
Q4 2023

Feb 05, 2024
BUY
$66.9 - $76.32 $10.6 Million - $12.1 Million
158,498 New
158,498 $12.1 Million
Q4 2022

Feb 14, 2023
SELL
$67.16 - $79.06 $8,999 - $10,594
-134 Reduced 81.21%
31 $2,000
Q3 2022

Oct 27, 2022
SELL
$66.43 - $77.87 $65,566 - $76,857
-987 Reduced 85.68%
165 $11,000
Q2 2022

Jul 18, 2022
SELL
$70.31 - $80.24 $15.8 Million - $18 Million
-224,553 Reduced 99.49%
1,152 $83,000
Q1 2022

May 13, 2022
BUY
$75.14 - $81.94 $10.8 Million - $11.7 Million
143,216 Added 173.62%
225,705 $17.8 Million
Q4 2021

Feb 14, 2022
BUY
$74.93 - $80.86 $6.18 Million - $6.67 Million
82,489 New
82,489 $6.67 Million

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
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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