Lakeshore Financial Planning, Inc. Schwab Strategic Tr Us Dividen Transaction History

Lakeshore Financial Planning, Inc.

$269 Billion
Q3 2025

A detailed history of Lakeshore Financial Planning, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 388,009 shares of SCHD stock, worth $10.6 Million. This represents 3.93% of its overall portfolio holdings.

Number of Shares

388,009

Previous 393,459 1.39%

Holding current value

$10.6 Million

Previous $10.4 Billion 1.59%

% of portfolio

3.93%

Previous 4.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$26.38 - $27.95 $143,771 - $152,327	-5,450 Reduced 1.39%	388,009 $10.6 Billion
Q2 2025 Jul 14, 2025	SELL	$24.32 - $27.87 $3.89 Million - $4.46 Million	-159,880 Reduced 28.89%	393,459 $10.4 Billion
Q1 2025 May 15, 2025	SELL	$27.01 - $28.54 $719,195 - $759,934	-26,627 Reduced 4.59%	553,339 $15.5 Billion
Q4 2024 Feb 11, 2025	BUY	$26.93 - $84.95 $10.4 Million - $32.8 Million	385,667 Added 198.49%	579,966 $15.8 Billion
Q3 2024 Oct 31, 2024	BUY	$77.02 - $85.06 $1.51 Million - $1.67 Million	19,664 Added 11.26%	194,299 $16.4 Billion

Q2 2024 Jul 25, 2024	SELL	$75.81 - $80.15 $1.32 Million - $1.4 Million	-17,421 Reduced 9.07%	174,635 $13.6 Billion
Q1 2024 May 10, 2024	SELL	$75.25 - $80.63 $1.79 Million - $1.91 Million	-23,727 Reduced 11.0%	192,056 $15.5 Billion
Q3 2023 Nov 14, 2023	BUY	$70.63 - $75.66 $15.2 Million - $16.3 Million	215,783 New	215,783 $15.3 Billion

Others Institutions Holding SCHD

# of Institutions

2,057

Shares Held

873M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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