Ethos Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Ethos Financial Group, LLC

$665 Million
Q4 2024

A detailed history of Ethos Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ethos Financial Group, LLC holds 40,890 shares of SCHD stock, worth $1.13 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

40,890

Previous 11,184 265.61%

Holding current value

$1.13 Million

Previous $945,000 18.2%

% of portfolio

0.17%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$26.93 - $84.95 $799,982 - $2.52 Million	29,706 Added 265.61%	40,890 $1.12 Million
Q3 2024 Nov 07, 2024	BUY	$77.02 - $85.06 $32,887 - $36,320	427 Added 3.97%	11,184 $945,000
Q2 2024 Aug 12, 2024	SELL	$75.81 - $80.15 $6.78 Million - $7.17 Million	-89,485 Reduced 89.27%	10,757 $845,000
Q1 2024 May 08, 2024	BUY	$75.25 - $80.63 $43,043 - $46,120	572 Added 0.57%	100,242 $8.09 Million
Q4 2023 Feb 07, 2024	BUY	$66.9 - $76.32 $6.06 Million - $6.91 Million	90,604 Added 999.38%	99,670 $7.59 Million
Q3 2023 Nov 13, 2023	SELL	$70.63 - $75.66 $108,911 - $116,667	-1,542 Reduced 14.54%	9,066 $641,000
Q1 2023 Apr 20, 2023	BUY	$70.28 - $78.03 $28,252 - $31,368	402 Added 3.94%	10,608 $776,000
Q4 2022 Feb 09, 2023	BUY	$67.16 - $79.06 $685,434 - $806,886	10,206 New	10,206 $771 Million

Others Institutions Holding SCHD

# of Institutions

1,861

Shares Held

518M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Ethos Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History