Financial Planning & Information Services, Inc. Schwab Strategic Tr Us Dividen Transaction History

Financial Planning & Information Services, Inc.

  • $725 Million
  • Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 203,049 shares of SCHD stock, worth $5.53 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares
203,049
Previous 158,600 28.03%
Holding current value
$5.53 Million
Previous $12.3 Million 39.17%
% of portfolio
2.37%
Previous 1.88%

Shares

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

Nov 12, 2024
BUY
$77.02 - $85.06 $3.42 Million - $3.78 Million
44,449 Added 28.03%
203,049 $17.2 Million
Q2 2024

Aug 13, 2024
BUY
$75.81 - $80.15 $1.33 Million - $1.41 Million
17,586 Added 12.47%
158,600 $12.3 Million
Q1 2024

May 14, 2024
BUY
$75.25 - $80.63 $6.36 Million - $6.82 Million
84,523 Added 149.62%
141,014 $11.4 Million
Q3 2023

Nov 14, 2023
BUY
$70.63 - $75.66 $1.74 Million - $1.86 Million
24,624 Added 77.27%
56,491 $4 Million
Q2 2023

Aug 11, 2023
BUY
$69.18 - $73.94 $1.18 Million - $1.26 Million
17,106 Added 115.89%
31,867 $2.31 Million
Q1 2023

May 02, 2023
BUY
$70.28 - $78.03 $774,345 - $859,734
11,018 Added 294.36%
14,761 $1.08 Million
Q4 2022

Feb 13, 2023
BUY
$67.16 - $79.06 $251,379 - $295,921
3,743 New
3,743 $282,000

Others Institutions Holding SCHD

# of Institutions
2,059
Shares Held
873M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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