Obsidian Personal Planning Solutions LLC Schwab Strategic Tr Us Dividen Transaction History

Obsidian Personal Planning Solutions LLC

  • $196 Million
  • Q4 2024

A detailed history of Obsidian Personal Planning Solutions LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 243,742 shares of SCHD stock, worth $6.96 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares
243,742
Previous 231,654 5.22%
Holding current value
$6.96 Million
Previous $19.6 Million 65.99%
% of portfolio
3.39%
Previous 9.67%

Shares

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

Feb 13, 2025
BUY
$26.93 - $84.95 $325,529 - $1.03 Million
12,088 Added 5.22%
243,742 $6.66 Million
Q3 2024

Nov 06, 2024
BUY
$77.02 - $85.06 $12.3 Million - $13.6 Million
159,733 Added 222.1%
231,654 $19.6 Million
Q2 2024

Jul 25, 2024
BUY
$75.81 - $80.15 $334,246 - $353,381
4,409 Added 6.53%
71,921 $5.59 Million
Q1 2024

May 09, 2024
BUY
$75.25 - $80.63 $534,425 - $572,634
7,102 Added 11.76%
67,512 $5.44 Million
Q4 2023

Jan 31, 2024
BUY
$66.9 - $76.32 $187,855 - $214,306
2,808 Added 4.87%
60,410 $4.6 Million
Q3 2023

Nov 27, 2023
BUY
$70.63 - $75.66 $608,265 - $651,583
8,612 Added 17.58%
57,602 $4.08 Million
Q3 2023

Nov 15, 2023
BUY
$70.63 - $75.66 $341,566 - $365,891
4,836 Added 10.95%
48,990 $3.47 Million
Q1 2023

Apr 11, 2023
BUY
$70.28 - $78.03 $108,793 - $120,790
1,548 Added 3.63%
44,154 $3.23 Million
Q4 2022

Jan 18, 2023
BUY
$67.16 - $79.06 $181,063 - $213,145
2,696 Added 6.76%
42,606 $3.22 Million
Q3 2022

Oct 11, 2022
BUY
$66.43 - $77.87 $2.65 Million - $3.11 Million
39,910 New
39,910 $2.65 Million

Others Institutions Holding SCHD

# of Institutions
1,939
Shares Held
823M
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
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