Wespac Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Wespac Advisors, LLC

  • $131 Million
  • Q4 2024

A detailed history of Wespac Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wespac Advisors, LLC holds 7,633 shares of SCHD stock, worth $215,326. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,633
Previous 2,523 202.54%
Holding current value
$215,326
Previous $213,000 2.35%
% of portfolio
0.16%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$26.93 - $84.95 $137,612 - $434,094
5,110 Added 202.54%
7,633 $208,000
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $194,321 - $214,606
2,523 New
2,523 $213,000
Q4 2022

Jan 31, 2023
BUY
$67.16 - $79.06 $134 - $158
2 Added 0.06%
3,178 $240,000
Q3 2022

Oct 18, 2022
BUY
$66.43 - $77.87 $210,981 - $247,315
3,176 New
3,176 $211,000

Others Institutions Holding SCHD

# of Institutions
1,934
Shares Held
822M
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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