Planned Solutions, Inc. Schwab Strategic Tr Us Dividen Transaction History

Planned Solutions, Inc.

$231 Million
Q4 2024

A detailed history of Planned Solutions, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Planned Solutions, Inc. holds 21,218 shares of SCHD stock, worth $597,286. This represents 0.25% of its overall portfolio holdings.

Number of Shares

21,218

Previous 6,493 226.78%

Holding current value

$597,286

Previous $548,000 5.66%

% of portfolio

0.25%

Previous 0.22%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $396,544 - $1.25 Million	14,725 Added 226.78%	21,218 $579,000
Q3 2024 Oct 08, 2024	BUY	$77.02 - $85.06 $117,609 - $129,886	1,527 Added 30.75%	6,493 $548,000
Q2 2024 Jul 24, 2024	BUY	$75.81 - $80.15 $18,649 - $19,716	246 Added 5.21%	4,966 $386,000
Q1 2024 Apr 26, 2024	BUY	$75.25 - $80.63 $14,673 - $15,722	195 Added 4.31%	4,720 $380,000
Q4 2023 Jan 17, 2024	BUY	$66.9 - $76.32 $23,816 - $27,169	356 Added 8.54%	4,525 $344,000
Q3 2023 Feb 06, 2024	SELL	$70.63 - $75.66 $25,003 - $26,783	-354 Reduced 7.82%	4,171 $295,000
Q2 2023 Jul 11, 2023	BUY	$69.18 - $73.94 $13,282 - $14,196	192 Added 4.83%	4,169 $302,000
Q1 2023 Apr 12, 2023	BUY	$70.28 - $78.03 $2,038 - $2,262	29 Added 0.73%	3,977 $290,000
Q4 2022 Jan 25, 2023	BUY	$67.16 - $79.06 $2,216 - $2,608	33 Added 0.84%	3,948 $0
Q3 2022 Oct 20, 2022	BUY	$66.43 - $77.87 $2,922 - $3,426	44 Added 1.14%	3,915 $260,000
Q2 2022 Jul 14, 2022	BUY	$70.31 - $80.24 $18,139 - $20,701	258 Added 7.14%	3,871 $277,000
Q1 2022 Apr 08, 2022	SELL	$75.14 - $81.94 $44,708 - $48,754	-595 Reduced 14.14%	3,613 $285,000
Q4 2021 Feb 03, 2022	BUY	$74.93 - $80.86 $45,932 - $49,567	613 Added 17.05%	4,208 $340,000
Q2 2021 Jul 21, 2021	BUY	$73.32 - $77.65 $4,179 - $4,426	57 Added 1.61%	3,595 $272,000
Q1 2021 Apr 29, 2021	BUY	$63.23 - $73.67 $2,402 - $2,799	38 Added 1.09%	3,538 $258,000
Q4 2020 Jan 29, 2021	BUY	$54.8 - $65.16 $7,178 - $8,535	131 Added 3.89%	3,500 $224,000
Q3 2020 Nov 06, 2020	BUY	$50.37 - $58.54 $169,696 - $197,221	3,369 New	3,369 $186,000

Others Institutions Holding SCHD

# of Institutions

1,937

Shares Held

822M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Planned Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planned Solutions, Inc. with notifications on news.

Account

Planned Solutions, Inc. Schwab Strategic Tr Us Dividen Transaction History