Life Plan Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Life Plan Financial, LLC

  • $113 Billion
  • Q4 2024

A detailed history of Life Plan Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Life Plan Financial, LLC holds 25,701 shares of SCHD stock, worth $708,833. This represents 0.62% of its overall portfolio holdings.

Number of Shares
25,701
Previous 8,995 185.73%
Holding current value
$708,833
Previous $760 Million 7.65%
% of portfolio
0.62%
Previous 0.65%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$26.93 - $84.95 $449,892 - $1.42 Million
16,706 Added 185.73%
25,701 $702 Million
Q3 2024

Oct 03, 2024
BUY
$77.02 - $85.06 $6,007 - $6,634
78 Added 0.87%
8,995 $760 Million
Q2 2024

Jul 30, 2024
BUY
$75.81 - $80.15 $29,944 - $31,659
395 Added 4.64%
8,917 $693 Million
Q1 2024

Apr 30, 2024
SELL
$75.25 - $80.63 $2,107 - $2,257
-28 Reduced 0.33%
8,522 $687 Million
Q4 2023

Jan 30, 2024
BUY
$66.9 - $76.32 $571,995 - $652,535
8,550 New
8,550 $651 Million

Others Institutions Holding SCHD

# of Institutions
1,955
Shares Held
850M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Life Plan Financial, LLC Portfolio

Follow Life Plan Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email