Investment Planning Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Investment Planning Advisors, Inc.

  • $286 Million
  • Q4 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 10,456 shares of SCHD stock, worth $284,821. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,456
Previous 10,356 0.97%
Holding current value
$284,821
Previous $282,000 0.71%
% of portfolio
0.1%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$26.44 - $27.53 $2,644 - $2,753
100 Added 0.97%
10,456 $284,000
Q3 2025

Oct 21, 2025
BUY
$26.38 - $27.95 $273,191 - $289,450
10,356 New
10,356 $282,000

Others Institutions Holding SCHD

# of Institutions
2,065
Shares Held
866M
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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