Tci Wealth Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Tci Wealth Advisors, Inc.

  • $1.15 Billion
  • Q1 2025

A detailed history of Tci Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 8,636 shares of SCHD stock, worth $219,527. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,636
Previous 8,786 1.71%
Holding current value
$219,527
Previous $240,000 0.42%
% of portfolio
0.02%
Previous 0.02%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$27.01 - $28.54 $4,051 - $4,281
-150 Reduced 1.71%
8,636 $241,000
Q4 2024

Jan 23, 2025
BUY
$26.93 - $84.95 $146,822 - $463,147
5,452 Added 163.53%
8,786 $240,000
Q3 2024

Oct 24, 2024
BUY
$77.02 - $85.06 $256,784 - $283,590
3,334 New
3,334 $281,000
Q1 2024

May 07, 2024
BUY
$75.25 - $80.63 $238,542 - $255,597
3,170 New
3,170 $255,000
Q2 2023

Aug 04, 2023
SELL
$69.18 - $73.94 $760 - $813
-11 Reduced 0.28%
3,903 $283,000
Q1 2023

May 03, 2023
BUY
$70.28 - $78.03 $138,381 - $153,641
1,969 Added 101.23%
3,914 $286,000
Q4 2022

Feb 06, 2023
BUY
$67.16 - $79.06 $1,477 - $1,739
22 Added 1.14%
1,945 $146,000
Q3 2022

Nov 08, 2022
BUY
$66.43 - $77.87 $36,602 - $42,906
551 Added 40.16%
1,923 $128,000
Q2 2022

Jul 19, 2022
BUY
$70.31 - $80.24 $140 - $160
2 Added 0.15%
1,372 $98,000
Q1 2022

Apr 29, 2022
BUY
$75.14 - $81.94 $6,912 - $7,538
92 Added 7.2%
1,370 $108,000
Q4 2021

Jan 24, 2022
BUY
$74.93 - $80.86 $1,573 - $1,698
21 Added 1.67%
1,278 $103,000
Q3 2021

Oct 29, 2021
BUY
$74.23 - $78.13 $74 - $78
1 Added 0.08%
1,257 $93,000
Q2 2021

Aug 02, 2021
BUY
$73.32 - $77.65 $73 - $77
1 Added 0.08%
1,256 $95,000
Q1 2021

Apr 29, 2021
BUY
$63.23 - $73.67 $695 - $810
11 Added 0.88%
1,255 $91,000
Q4 2020

Jan 21, 2021
BUY
$54.8 - $65.16 $657 - $781
12 Added 0.97%
1,244 $80,000
Q3 2020

Oct 20, 2020
BUY
$50.37 - $58.54 $50 - $58
1 Added 0.08%
1,232 $68,000
Q2 2020

Jul 20, 2020
SELL
$43.56 - $56.5 $137,170 - $177,918
-3,149 Reduced 71.89%
1,231 $64,000
Q1 2020

Apr 14, 2020
BUY
$39.5 - $59.28 $123,082 - $184,716
3,116 Added 246.52%
4,380 $197,000
Q4 2019

Jan 27, 2020
BUY
$52.87 - $58.15 $2,484 - $2,733
47 Added 3.86%
1,264 $73,000
Q3 2019

Oct 17, 2019
SELL
$54.39 - $55.76 $16,045 - $16,449
-295 Reduced 19.51%
1,217 $67,000
Q2 2019

Jul 23, 2019
BUY
N/A
10 Added 0.67%
1,512 $80,000
Q1 2019

Apr 11, 2019
SELL
N/A
-734 Reduced 32.83%
1,502 $79,000
Q4 2018

Jan 17, 2019
BUY
N/A
740 Added 49.47%
2,236 $105,000
Q3 2018

Nov 02, 2018
SELL
N/A
-85 Reduced 5.38%
1,496 $79,000
Q2 2018

Jul 27, 2018
BUY
N/A
90 Added 6.04%
1,581 $78,000
Q1 2018

Apr 30, 2018
BUY
N/A
1,121 Added 302.97%
1,491 $73,000
Q4 2017

Feb 01, 2018
BUY
N/A
370 New
370 $19,000
Q3 2017

Oct 24, 2017
SELL
N/A
-115 Closed
0 $0
Q2 2017

Aug 10, 2017
BUY
N/A
115
115 $5,000

Others Institutions Holding SCHD

# of Institutions
1,964
Shares Held
851M
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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