Life Plan Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Life Plan Financial, LLC

$130 Billion
Q4 2025

A detailed history of Life Plan Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Life Plan Financial, LLC holds 24,544 shares of SCHD stock, worth $668,578. This represents 0.52% of its overall portfolio holdings.

Number of Shares

24,544

Previous 24,924 1.52%

Holding current value

$668,578

Previous $680 Million 1.06%

% of portfolio

0.52%

Previous 0.54%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$26.44 - $27.53 $10,047 - $10,461	-380 Reduced 1.52%	24,544 $673 Million
Q3 2025 Nov 13, 2025	BUY	$26.38 - $27.95 $3,165 - $3,354	120 Added 0.48%	24,924 $680 Million
Q2 2025 Jul 09, 2025	BUY	$24.32 - $27.87 $21,280 - $24,386	875 Added 3.66%	24,804 $657 Million
Q1 2025 Apr 25, 2025	SELL	$27.01 - $28.54 $47,861 - $50,572	-1,772 Reduced 6.89%	23,929 $669 Million
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $449,892 - $1.42 Million	16,706 Added 185.73%	25,701 $702 Million

Q3 2024 Oct 03, 2024	BUY	$77.02 - $85.06 $6,007 - $6,634	78 Added 0.87%	8,995 $760 Million
Q2 2024 Jul 30, 2024	BUY	$75.81 - $80.15 $29,944 - $31,659	395 Added 4.64%	8,917 $693 Million
Q1 2024 Apr 30, 2024	SELL	$75.25 - $80.63 $2,107 - $2,257	-28 Reduced 0.33%	8,522 $687 Million
Q4 2023 Jan 30, 2024	BUY	$66.9 - $76.32 $571,995 - $652,535	8,550 New	8,550 $651 Million

Others Institutions Holding SCHD

# of Institutions

2,061

Shares Held

866M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Life Plan Financial, LLC Schwab Strategic Tr Us Dividen Transaction History