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

True Wealth Advisors, LLC

  • $271 Million
  • Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, True Wealth Advisors, LLC holds 88,563 shares of SCHD stock, worth $2.44 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares
88,563
Previous 93,036 4.81%
Holding current value
$2.44 Million
Previous $7.23 Million 3.48%
% of portfolio
2.76%
Previous 2.91%

Shares

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

Oct 29, 2024
SELL
$77.02 - $85.06 $344,510 - $380,473
-4,473 Reduced 4.81%
88,563 $7.49 Million
Q2 2024

Jul 24, 2024
SELL
$75.81 - $80.15 $559,477 - $591,507
-7,380 Reduced 7.35%
93,036 $7.23 Million
Q1 2024

Apr 23, 2024
SELL
$75.25 - $80.63 $2.01 Million - $2.15 Million
-26,664 Reduced 20.98%
100,416 $8.1 Million
Q4 2023

Feb 08, 2024
BUY
$66.9 - $76.32 $128,448 - $146,534
1,920 Added 1.53%
127,080 $9.67 Million
Q3 2023

Nov 07, 2023
BUY
$70.63 - $75.66 $282,378 - $302,488
3,998 Added 3.3%
125,160 $8.86 Million
Q2 2023

Jul 31, 2023
SELL
$69.18 - $73.94 $190,106 - $203,187
-2,748 Reduced 2.22%
121,162 $8.8 Million
Q1 2023

Apr 19, 2023
BUY
$70.28 - $78.03 $1.75 Million - $1.94 Million
24,888 Added 25.13%
123,910 $9.07 Million
Q4 2022

Jan 23, 2023
BUY
$67.16 - $79.06 $909,010 - $1.07 Million
13,535 Added 15.83%
99,022 $0
Q3 2022

Oct 21, 2022
BUY
$66.43 - $77.87 $1.79 Million - $2.09 Million
26,883 Added 45.87%
85,487 $5.68 Million
Q2 2022

Jul 27, 2022
SELL
$70.31 - $80.24 $2.76 Million - $3.15 Million
-39,220 Reduced 40.09%
58,604 $4.2 Million
Q1 2022

May 05, 2022
BUY
$75.14 - $81.94 $1.7 Million - $1.86 Million
22,662 Added 30.15%
97,824 $7.91 Million
Q1 2022

May 04, 2022
SELL
$75.14 - $81.94 $1.7 Million - $1.86 Million
-22,662 Reduced 23.17%
75,162 $5.75 Million
Q4 2021

Feb 02, 2022
BUY
$74.93 - $80.86 $116,516 - $125,737
1,555 Added 1.62%
97,824 $7.91 Million
Q3 2021

Oct 25, 2021
BUY
$74.23 - $78.13 $1.55 Million - $1.63 Million
20,917 Added 27.76%
96,269 $7.15 Million
Q2 2021

Jul 23, 2021
BUY
$73.32 - $77.65 $745,737 - $789,778
10,171 Added 15.6%
75,352 $5.7 Million
Q1 2021

Apr 22, 2021
BUY
$63.23 - $73.67 $1.65 Million - $1.93 Million
26,135 Added 66.93%
65,181 $0
Q4 2020

Jan 25, 2021
BUY
$54.8 - $65.16 $2.14 Million - $2.54 Million
39,046 New
39,046 $2.58 Million

Others Institutions Holding SCHD

# of Institutions
1,760
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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