Wcg Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 40,575 shares of SCHD stock, worth $1.12 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
40,575
Previous 19,353 109.66%
Holding current value
$1.12 Million
Previous $1.51 Million 127.91%
% of portfolio
0.23%
Previous 0.11%

Shares

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

Nov 13, 2024
BUY
$77.02 - $85.06 $1.63 Million - $1.81 Million
21,222 Added 109.66%
40,575 $3.43 Million
Q2 2024

Aug 12, 2024
BUY
$75.81 - $80.15 $440,683 - $465,911
5,813 Added 42.93%
19,353 $1.51 Million
Q1 2024

May 13, 2024
SELL
$75.25 - $80.63 $391,149 - $419,114
-5,198 Reduced 27.74%
13,540 $1.09 Million
Q4 2023

Feb 08, 2024
BUY
$66.9 - $76.32 $348,883 - $398,008
5,215 Added 38.56%
18,738 $1.43 Million
Q3 2023

Nov 09, 2023
BUY
$70.63 - $75.66 $955,129 - $1.02 Million
13,523 New
13,523 $957,000

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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