Wipfli Financial Advisors Llc, Schwab Strategic Tr Us Dividen Transaction History

Wipfli Financial Advisors Llc,

$1.42 Billion
Q3 2022

A detailed history of Wipfli Financial Advisors Llc, transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 75,277 shares of SCHD stock, worth $2.02 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

75,277

Previous 82,965 9.27%

Holding current value

$2.02 Million

Previous $0 Infinity%

% of portfolio

0.35%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 26, 2022	SELL	$66.43 - $77.87 $510,713 - $598,664	-7,688 Reduced 9.27%	75,277 $5 Million
Q2 2022 Jul 07, 2022	SELL	$70.31 - $80.24 $1.36 Million - $1.56 Million	-19,383 Reduced 18.94%	82,965 $0
Q1 2022 Apr 22, 2022	SELL	$75.14 - $81.94 $51,245 - $55,883	-682 Reduced 0.66%	102,348 $0
Q4 2021 Jan 28, 2022	SELL	$74.93 - $80.86 $1 Million - $1.08 Million	-13,396 Reduced 11.51%	103,030 $0
Q3 2021 Oct 13, 2021	SELL	$74.23 - $78.13 $150,983 - $158,916	-2,034 Reduced 1.72%	116,426 $0
Q2 2021 Jul 29, 2021	SELL	$73.32 - $77.65 $157,271 - $166,559	-2,145 Reduced 1.78%	118,460 $0
Q1 2021 May 06, 2021	BUY	$63.23 - $73.67 $401,636 - $467,951	6,352 Added 5.56%	120,605 $0
Q4 2020 Feb 02, 2021	BUY	$54.8 - $65.16 $6.26 Million - $7.44 Million	114,253 New	114,253 $0

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

917M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Wipfli Financial Advisors Llc, Schwab Strategic Tr Us Dividen Transaction History