Soa Wealth Advisors, Llc. Schwab Strategic Tr Us Dividen Transaction History

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 35,853 shares of SCHD stock, worth $1 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

35,853

Previous 12,529 186.16%

Holding current value

$1 Million

Previous $1.06 Million 7.55%

% of portfolio

0.18%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$26.93 - $84.95 $628,115 - $1.98 Million	23,324 Added 186.16%	35,853 $979,000
Q3 2024 Oct 08, 2024	SELL	$77.02 - $85.06 $16,097 - $17,777	-209 Reduced 1.64%	12,529 $1.06 Million
Q2 2024 Jul 17, 2024	SELL	$75.81 - $80.15 $33,280 - $35,185	-439 Reduced 3.33%	12,738 $990,000
Q1 2024 Apr 10, 2024	BUY	$75.25 - $80.63 $10,008 - $10,723	133 Added 1.02%	13,177 $1.06 Million
Q4 2023 Jan 10, 2024	BUY	$66.9 - $76.32 $126,909 - $144,779	1,897 Added 17.02%	13,044 $993,000
Q3 2023 Oct 10, 2023	BUY	$70.63 - $75.66 $787,312 - $843,382	11,147 New	11,147 $788,000
Q3 2022 Oct 07, 2022	BUY	$66.43 - $77.87 $16,607 - $19,467	250 New	250 $16,000

Others Institutions Holding SCHD

# of Institutions

1,813

Shares Held

410M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Soa Wealth Advisors, Llc. Schwab Strategic Tr Us Dividen Transaction History