Comprehensive Financial Planning, Inc./Pa Schwab Strategic Tr Us Dividen Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 62,600 shares of SCHD stock, worth $1.71 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
62,600
Previous 62,258 0.55%
Holding current value
$1.71 Million
Previous $1.65 Billion 3.58%
% of portfolio
1.17%
Previous 1.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$26.38 - $27.95 $9,021 - $9,558
342 Added 0.55%
62,600 $1.71 Billion
Q2 2025

Aug 08, 2025
SELL
$24.32 - $27.87 $27,943 - $32,022
-1,149 Reduced 1.81%
62,258 $1.65 Billion
Q1 2025

May 09, 2025
SELL
$27.01 - $28.54 $1,539 - $1,626
-57 Reduced 0.09%
63,407 $1.77 Billion
Q4 2024

Jan 28, 2025
BUY
$26.93 - $84.95 $1.71 Million - $5.39 Million
63,464 New
63,464 $1.73 Billion

Others Institutions Holding SCHD

# of Institutions
2,056
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
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  • Sector ETFs
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More about SCHD
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