Beacon Financial Planning, Inc Schwab Strategic Tr Us Dividen Transaction History

Beacon Financial Planning, Inc

  • $193 Billion
  • Q3 2025

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 208,034 shares of SCHD stock, worth $5.67 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares
208,034
Previous 207,390 0.31%
Holding current value
$5.67 Million
Previous $5.5 Billion 3.34%
% of portfolio
2.94%
Previous 3.07%

Shares

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

Oct 27, 2025
BUY
$26.38 - $27.95 $16,988 - $17,999
644 Added 0.31%
208,034 $5.68 Billion
Q2 2025

Jul 15, 2025
SELL
$24.32 - $27.87 $198,208 - $227,140
-8,150 Reduced 3.78%
207,390 $5.5 Billion
Q1 2025

Apr 24, 2025
BUY
$27.01 - $28.54 $915,909 - $967,791
33,910 Added 18.67%
215,540 $6.03 Billion
Q4 2024

Jan 27, 2025
BUY
$26.93 - $84.95 $3.43 Million - $10.8 Million
127,193 Added 233.65%
181,630 $4.96 Billion
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

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