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

West Michigan Advisors, LLC

  • $300 Million
  • Q3 2024

A detailed history of West Michigan Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, West Michigan Advisors, LLC holds 15,211 shares of SCHD stock, worth $410,849. This represents 0.43% of its overall portfolio holdings.

Number of Shares
15,211
Previous 14,072 8.09%
Holding current value
$410,849
Previous $1.09 Million 17.46%
% of portfolio
0.43%
Previous 0.37%

Shares

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

Oct 23, 2024
BUY
$77.02 - $85.06 $87,725 - $96,883
1,139 Added 8.09%
15,211 $1.29 Million
Q2 2024

Aug 05, 2024
BUY
$75.81 - $80.15 $208,704 - $220,652
2,753 Added 24.32%
14,072 $1.09 Million
Q1 2024

May 14, 2024
BUY
$75.25 - $80.63 $851,754 - $912,650
11,319 New
11,319 $912,000

Others Institutions Holding SCHD

# of Institutions
1,762
Shares Held
282M
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
Track This Portfolio

Track West Michigan Advisors, LLC Portfolio

Follow West Michigan Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Michigan Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Michigan Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email