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

Moser Wealth Advisors, LLC

$201 Million
Q2 2025

A detailed history of Moser Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 47,498 shares of SCHD stock, worth $1.29 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

47,498

Previous 37,871 25.42%

Holding current value

$1.29 Million

Previous $1.06 Million 18.9%

% of portfolio

0.63%

Previous 0.57%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$24.32 - $27.87 $234,128 - $268,304	9,627 Added 25.42%	47,498 $1.26 Million
Q1 2025 Apr 22, 2025	SELL	$27.01 - $28.54 $20,878 - $22,061	-773 Reduced 2.0%	37,871 $1.06 Million
Q4 2024 Jan 28, 2025	BUY	$26.93 - $84.95 $780,189 - $2.46 Million	28,971 Added 299.5%	38,644 $1.06 Million
Q3 2024 Nov 05, 2024	BUY	$77.02 - $85.06 $83,181 - $91,864	1,080 Added 12.57%	9,673 $817,000
Q2 2024 Aug 06, 2024	BUY	$75.81 - $80.15 $36,009 - $38,071	475 Added 5.85%	8,593 $668,000

Q1 2024 May 01, 2024	SELL	$75.25 - $80.63 $11,287 - $12,094	-150 Reduced 1.81%	8,118 $654,000
Q4 2023 Feb 06, 2024	SELL	$66.9 - $76.32 $143,366 - $163,553	-2,143 Reduced 20.58%	8,268 $629,000
Q3 2023 Nov 09, 2023	BUY	$70.63 - $75.66 $12,925 - $13,845	183 Added 1.79%	10,411 $736,000
Q2 2023 Aug 02, 2023	BUY	$69.18 - $73.94 $23,867 - $25,509	345 Added 3.49%	10,228 $742,000
Q4 2022 Jan 12, 2023	SELL	$67.16 - $79.06 $3,559 - $4,190	-53 Reduced 0.53%	9,883 $747,000
Q3 2022 Nov 03, 2022	SELL	$66.43 - $77.87 $99,645 - $116,805	-1,500 Reduced 13.12%	9,936 $660,000
Q2 2022 Aug 02, 2022	BUY	$70.31 - $80.24 $72,841 - $83,128	1,036 Added 9.96%	11,436 $819,000
Q1 2022 Apr 29, 2022	BUY	$75.14 - $81.94 $781,456 - $852,176	10,400 New	10,400 $820,000
Q1 2020 Apr 30, 2020	SELL	$39.5 - $59.28 $130,152 - $195,327	-3,295 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$52.87 - $58.15 $174,206 - $191,604	3,295 New	3,295 $191,000

Others Institutions Holding SCHD

# of Institutions

2,055

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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