A detailed history of Beacon Financial Planning, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 54,437 shares of SCHD stock, worth $1.53 Million. This represents 2.84% of its overall portfolio holdings.

Number of Shares
54,437
Previous 40,790 33.46%
Holding current value
$1.53 Million
Previous $3.17 Billion 45.07%
% of portfolio
2.84%
Previous 2.15%

Shares

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

Oct 24, 2024

BUY
$77.02 - $85.06 $1.05 Million - $1.16 Million
13,647 Added 33.46%
54,437 $4.6 Billion
Q2 2024

Jul 18, 2024

BUY
$75.81 - $80.15 $544,164 - $575,316
7,178 Added 21.36%
40,790 $3.17 Billion
Q1 2024

Apr 22, 2024

BUY
$75.25 - $80.63 $1.93 Million - $2.07 Million
25,681 Added 323.81%
33,612 $2.71 Billion
Q4 2023

Jan 29, 2024

BUY
$66.9 - $76.32 $192,337 - $219,419
2,875 Added 56.86%
7,931 $604 Million
Q3 2023

Oct 24, 2023

BUY
$70.63 - $75.66 $138,787 - $148,671
1,965 Added 63.57%
5,056 $358 Million
Q2 2023

Jul 19, 2023

BUY
$69.18 - $73.94 $213,835 - $228,548
3,091 New
3,091 $224 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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