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 $55,821. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,983
Previous 1,900 4.37%
Holding current value
$55,821
Previous $139,000 3.6%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,937
Shares Held
822M
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
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