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

Plan Group Financial, LLC

  • $187 Million
  • Q4 2024

A detailed history of Plan Group Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Plan Group Financial, LLC holds 21,269 shares of SCHD stock, worth $591,065. This represents 0.31% of its overall portfolio holdings.

Number of Shares
21,269
Previous 7,214 194.83%
Holding current value
$591,065
Previous $609,000 4.6%
% of portfolio
0.31%
Previous 0.32%

Shares

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

Jan 31, 2025
BUY
$26.93 - $84.95 $378,501 - $1.19 Million
14,055 Added 194.83%
21,269 $581,000
Q3 2024

Oct 22, 2024
BUY
$77.02 - $85.06 $109,060 - $120,444
1,416 Added 24.42%
7,214 $609,000
Q2 2024

Aug 05, 2024
SELL
$75.81 - $80.15 $898,272 - $949,697
-11,849 Reduced 67.14%
5,798 $450,000
Q1 2024

Apr 26, 2024
BUY
$75.25 - $80.63 $528,556 - $566,345
7,024 Added 66.12%
17,647 $1.42 Million
Q4 2023

Jan 29, 2024
BUY
$66.9 - $76.32 $710,678 - $810,747
10,623 New
10,623 $808,000

Others Institutions Holding SCHD

# of Institutions
1,919
Shares Held
789M
Call Options Held
4.7M
Put Options Held
2.08M
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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