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

Plan Group Financial, LLC

$355 Million
Q3 2025

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 8,728 shares of SCHD stock, worth $237,750. This represents 0.07% of its overall portfolio holdings.

Number of Shares

8,728

Previous 12,336 29.25%

Holding current value

$237,750

Previous $326,000 26.99%

% of portfolio

0.07%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$26.38 - $27.95 $95,179 - $100,843	-3,608 Reduced 29.25%	8,728 $238,000
Q2 2025 Aug 13, 2025	SELL	$24.32 - $27.87 $299,646 - $343,386	-12,321 Reduced 49.97%	12,336 $326,000
Q1 2025 May 09, 2025	BUY	$27.01 - $28.54 $91,509 - $96,693	3,388 Added 15.93%	24,657 $689,000
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

2,055

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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