Adapt Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Adapt Wealth Advisors, LLC

  • $203 Billion
  • Q4 2024

A detailed history of Adapt Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 109,649 shares of SCHD stock, worth $2.99 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
109,649
Previous 38,140 187.49%
Holding current value
$2.99 Million
Previous $3.22 Billion 7.08%
% of portfolio
1.47%
Previous 1.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $1.93 Million - $6.07 Million
71,509 Added 187.49%
109,649 $3 Billion
Q3 2024

Nov 12, 2024
SELL
$77.02 - $85.06 $74,555 - $82,338
-968 Reduced 2.48%
38,140 $3.22 Billion
Q2 2024

Aug 06, 2024
BUY
$75.81 - $80.15 $28,807 - $30,457
380 Added 0.98%
39,108 $3.04 Billion
Q1 2024

May 02, 2024
BUY
$75.25 - $80.63 $2.91 Million - $3.12 Million
38,728 New
38,728 $3.12 Billion

Others Institutions Holding SCHD

# of Institutions
1,947
Shares Held
825M
Call Options Held
4.82M
Put Options Held
2.73M
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 Adapt Wealth Advisors, LLC Portfolio

Follow Adapt Wealth Advisors, LLC 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 Adapt Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adapt Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email