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

Beacon Financial Planning, Inc

$162 Billion
Q3 2024

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 $1.5 Million. This represents 2.84% of its overall portfolio holdings.

Number of Shares

54,437

Previous 40,790 33.46%

Holding current value

$1.5 Million

Previous $3.17 Billion 45.07%

% of portfolio

2.84%

Previous 2.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,761

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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