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%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,873

Shares Held

561M

Call Options Held

3.32M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Wcg Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History