Planning Directions Inc Schwab Strategic Tr Us Dividen Transaction History

Planning Directions Inc

  • $144 Million
  • Q2 2024

A detailed history of Planning Directions Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Planning Directions Inc holds 348,084 shares of SCHD stock, worth $9.82 Million. This represents 18.85% of its overall portfolio holdings.

Number of Shares
348,084
Previous 334,648 4.01%
Holding current value
$9.82 Million
Previous $27 Million 0.32%
% of portfolio
18.85%
Previous 19.25%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$75.81 - $80.15 $1.02 Million - $1.08 Million
13,436 Added 4.01%
348,084 $27.1 Million
Q1 2024

May 08, 2024
BUY
$75.25 - $80.63 $1.98 Million - $2.12 Million
26,313 Added 8.53%
334,648 $27 Million
Q4 2023

Jan 31, 2024
BUY
$66.9 - $76.32 $1.9 Million - $2.17 Million
28,442 Added 10.16%
308,335 $23.5 Million
Q3 2023

Oct 27, 2023
BUY
$70.63 - $75.66 $1.79 Million - $1.92 Million
25,343 Added 9.96%
279,893 $19.8 Million
Q2 2023

Jul 19, 2023
BUY
$69.18 - $73.94 $5.05 Million - $5.4 Million
73,029 Added 40.23%
254,550 $18.5 Million
Q1 2023

May 11, 2023
BUY
$70.28 - $78.03 $932,756 - $1.04 Million
13,272 Added 7.89%
181,521 $13.3 Million
Q4 2022

Feb 08, 2023
BUY
$67.16 - $79.06 $437,077 - $514,522
6,508 Added 4.02%
168,249 $12.7 Million
Q3 2022

Nov 08, 2022
BUY
$66.43 - $77.87 $685,159 - $803,151
10,314 Added 6.81%
161,741 $10.7 Million
Q2 2022

Aug 03, 2022
BUY
$70.31 - $80.24 $2.03 Million - $2.32 Million
28,893 Added 23.58%
151,427 $10.8 Million
Q1 2022

May 19, 2022
BUY
$75.14 - $81.94 $607,732 - $662,730
8,088 Added 7.07%
122,534 $9.67 Million
Q4 2021

Jan 27, 2022
BUY
$74.93 - $80.86 $103,103 - $111,263
1,376 Added 1.22%
114,446 $9.25 Million
Q3 2021

Nov 09, 2021
BUY
$74.23 - $78.13 $18,037 - $18,985
243 Added 0.22%
113,070 $8.39 Million
Q2 2021

Jul 28, 2021
BUY
$73.32 - $77.65 $139,747 - $148,000
1,906 Added 1.72%
112,827 $8.53 Million
Q1 2021

Apr 28, 2021
BUY
$63.23 - $73.67 $12,266 - $14,291
194 Added 0.18%
110,921 $8.09 Million
Q4 2020

Jan 26, 2021
BUY
$54.8 - $65.16 $397,574 - $472,735
7,255 Added 7.01%
110,727 $7.1 Million
Q3 2020

Nov 02, 2020
BUY
$50.37 - $58.54 $579,154 - $673,092
11,498 Added 12.5%
103,472 $5.72 Million
Q2 2020

Jul 21, 2020
BUY
$43.56 - $56.5 $4.01 Million - $5.2 Million
91,974 New
91,974 $4.76 Million
Q1 2020

May 05, 2020
SELL
$39.5 - $59.28 $2.45 Million - $3.67 Million
-61,955 Closed
0 $0
Q4 2019

Jan 14, 2020
SELL
$52.87 - $58.15 $88,451 - $97,284
-1,673 Reduced 2.63%
61,955 $3.59 Million
Q3 2019

Oct 25, 2019
BUY
$54.39 - $55.76 $101,328 - $103,880
1,863 Added 3.02%
63,628 $3.49 Million
Q2 2019

Jul 15, 2019
BUY
N/A
1,946 Added 3.25%
61,765 $3.28 Million
Q1 2019

Apr 03, 2019
BUY
N/A
4,143 Added 7.44%
59,819 $3.13 Million
Q4 2018

Jan 16, 2019
BUY
N/A
1,439 Added 2.65%
55,676 $2.62 Million
Q3 2018

Oct 05, 2018
BUY
N/A
346 Added 0.64%
54,237 $2.88 Million
Q2 2018

Sep 05, 2018
BUY
N/A
1,690 Added 3.24%
53,891 $2.66 Million
Q1 2018

May 10, 2018
BUY
N/A
52,201 New
52,201 $2.56 Million

Others Institutions Holding SCHD

# of Institutions
1,698
Shares Held
278M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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