San Luis Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

San Luis Wealth Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of San Luis Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 12,781 shares of SCHD stock, worth $352,627. This represents 0.22% of its overall portfolio holdings.

Number of Shares
12,781
Previous 12,534 1.97%
Holding current value
$352,627
Previous $975,000 10.77%
% of portfolio
0.22%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$77.02 - $85.06 $19,023 - $21,009
247 Added 1.97%
12,781 $1.08 Million
Q2 2024

Jul 12, 2024
BUY
$75.81 - $80.15 $950,202 - $1 Million
12,534 New
12,534 $975,000

Others Institutions Holding SCHD

# of Institutions
1,761
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
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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