West Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

West Financial Advisors, LLC

  • $518 Million
  • Q4 2024

A detailed history of West Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, West Financial Advisors, LLC holds 6,644 shares of SCHD stock, worth $183,241. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,644
Previous 3,353 98.15%
Holding current value
$183,241
Previous $283,000 36.04%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Jan 14, 2025
BUY
$26.93 - $84.95 $88,626 - $279,570
3,291 Added 98.15%
6,644 $181,000
Q2 2024

Jul 15, 2024
BUY
$75.81 - $80.15 $2,350 - $2,484
31 Added 0.93%
3,353 $260,000
Q4 2023

Jan 11, 2024
SELL
$66.9 - $76.32 $96,336 - $109,900
-1,440 Reduced 30.24%
3,322 $252,000
Q1 2023

Apr 18, 2023
BUY
$70.28 - $78.03 $48,493 - $53,840
690 Added 16.94%
4,762 $348,000
Q4 2022

Jan 10, 2023
SELL
$67.16 - $79.06 $39,154 - $46,091
-583 Reduced 12.52%
4,072 $0
Q3 2022

Oct 11, 2022
SELL
$66.43 - $77.87 $8,968 - $10,512
-135 Reduced 2.82%
4,655 $309,000
Q2 2022

Jul 14, 2022
SELL
$70.31 - $80.24 $3,304 - $3,771
-47 Reduced 0.97%
4,790 $343,000
Q4 2021

Jan 19, 2022
SELL
$74.93 - $80.86 $899 - $970
-12 Reduced 0.25%
4,837 $391,000
Q3 2021

Oct 13, 2021
SELL
$74.23 - $78.13 $593 - $625
-8 Reduced 0.16%
4,849 $360,000
Q1 2021

Apr 20, 2021
SELL
$63.23 - $73.67 $31,109 - $36,245
-492 Reduced 9.2%
4,857 $354,000
Q4 2020

Feb 22, 2021
SELL
$54.8 - $65.16 $225,118 - $267,677
-4,108 Reduced 43.44%
5,349 $343,000
Q4 2020

Feb 02, 2021
BUY
$54.8 - $65.16 $518,243 - $616,218
9,457 New
9,457 $489 Million

Others Institutions Holding SCHD

# of Institutions
1,949
Shares Held
833M
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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