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

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 1,983 shares of SCHD stock, worth $54,016. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,983

Previous 1,900 4.37%

Holding current value

$54,016

Previous $139,000 3.6%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$69.18 - $73.94 $5,741 - $6,137	83 Added 4.37%	1,983 $144,000
Q1 2023 May 09, 2023	BUY	$70.28 - $78.03 $70 - $78	1 Added 0.05%	1,900 $139,000
Q4 2022 Jan 27, 2023	BUY	$67.16 - $79.06 $873 - $1,027	13 Added 0.69%	1,899 $0
Q3 2022 Nov 02, 2022	SELL	$66.43 - $77.87 $2,125 - $2,491	-32 Reduced 1.67%	1,886 $125,000
Q2 2022 Aug 25, 2022	BUY	$70.31 - $80.24 $914 - $1,043	13 Added 0.68%	1,918 $137,000

Q1 2022 May 06, 2022	BUY	$75.14 - $81.94 $676 - $737	9 Added 0.47%	1,905 $150,000
Q4 2021 Feb 11, 2022	BUY	$74.93 - $80.86 $23,677 - $25,551	316 Added 20.0%	1,896 $153,000
Q3 2021 Nov 09, 2021	SELL	$74.23 - $78.13 $6,086 - $6,406	-82 Reduced 4.93%	1,580 $117,000
Q2 2021 Sep 03, 2021	BUY	$73.32 - $77.65 $31,087 - $32,923	424 Added 34.25%	1,662 $126,000
Q1 2021 May 14, 2021	BUY	$63.23 - $73.67 $78,278 - $91,203	1,238 New	1,238 $90,000
Q1 2019 May 15, 2019	SELL	N/A	-956 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	N/A	-188 Reduced 16.43%	956 $45,000
Q2 2018 Aug 27, 2018	BUY	N/A	1,144 New	1,144 $56,000
Q1 2018 May 23, 2018	SELL	N/A	-158 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	N/A	158	158 $8,000

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

869M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Bdo Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History