Retirement Planning Group, LLC / Ny Schwab Strategic Tr Us Dividen Transaction History

Retirement Planning Group, LLC / Ny

  • $134 Billion
  • Q3 2025

A detailed history of Retirement Planning Group, LLC / Ny transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Retirement Planning Group, LLC / Ny holds 109,563 shares of SCHD stock, worth $2.98 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares
109,563
Previous 78,155 40.19%
Holding current value
$2.98 Million
Previous $2.07 Billion 44.42%
% of portfolio
2.24%
Previous 1.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$26.38 - $27.95 $828,543 - $877,853
31,408 Added 40.19%
109,563 $2.99 Billion
Q2 2025

Jul 25, 2025
BUY
$24.32 - $27.87 $1.1 Million - $1.26 Million
45,118 Added 136.57%
78,155 $2.07 Billion
Q1 2025

Apr 22, 2025
BUY
$27.01 - $28.54 $892,329 - $942,875
33,037 New
33,037 $924 Million

Others Institutions Holding SCHD

# of Institutions
2,056
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
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  • Sector ETFs
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