Stonebridge Financial Planning Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Stonebridge Financial Planning Group, LLC

  • $254 Million
  • Q3 2025

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 90,059 shares of SCHD stock, worth $2.45 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
90,059
Previous 91,881 1.98%
Holding current value
$2.45 Million
Previous $2.43 Million 0.99%
% of portfolio
0.97%
Previous 1.06%

Shares

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

Nov 17, 2025
SELL
$26.38 - $27.95 $48,064 - $50,924
-1,822 Reduced 1.98%
90,059 $2.46 Million
Q2 2025

Aug 05, 2025
SELL
$24.32 - $27.87 $12,014 - $13,767
-494 Reduced 0.53%
91,881 $2.43 Million
Q1 2025

May 08, 2025
SELL
$27.01 - $28.54 $18,636 - $19,692
-690 Reduced 0.74%
92,375 $2.58 Million
Q4 2024

Feb 18, 2025
BUY
$26.93 - $84.95 $1.83 Million - $5.76 Million
67,789 Added 268.2%
93,065 $2.54 Million
Q3 2024

Nov 08, 2024
BUY
$77.02 - $85.06 $33,118 - $36,575
430 Added 1.73%
25,276 $2.14 Million
Q2 2024

Aug 07, 2024
SELL
$75.81 - $80.15 $205,596 - $217,366
-2,712 Reduced 9.84%
24,846 $1.93 Million
Q1 2024

May 13, 2024
SELL
$75.25 - $80.63 $119,497 - $128,040
-1,588 Reduced 5.45%
27,558 $2.22 Million
Q4 2023

Feb 05, 2024
BUY
$66.9 - $76.32 $154,672 - $176,451
2,312 Added 8.62%
29,146 $2.22 Million
Q3 2023

Nov 07, 2023
SELL
$70.63 - $75.66 $165,132 - $176,893
-2,338 Reduced 8.01%
26,834 $1.9 Million
Q2 2023

Aug 11, 2023
SELL
$69.18 - $73.94 $98,443 - $105,216
-1,423 Reduced 4.65%
29,172 $2.12 Million
Q1 2023

May 03, 2023
BUY
$70.28 - $78.03 $167,477 - $185,945
2,383 Added 8.45%
30,595 $2.24 Million
Q4 2022

Jan 18, 2023
BUY
$67.16 - $79.06 $238,082 - $280,267
3,545 Added 14.37%
28,212 $0
Q3 2022

Oct 31, 2022
BUY
$66.43 - $77.87 $302,920 - $355,087
4,560 Added 22.68%
24,667 $1.64 Million
Q2 2022

Aug 01, 2022
BUY
$70.31 - $80.24 $1.41 Million - $1.61 Million
20,107 New
20,107 $1.44 Million
Q1 2022

May 10, 2022
SELL
$75.14 - $81.94 $26,599 - $29,006
-354 Closed
0 $0
Q3 2021

Nov 08, 2021
SELL
$74.23 - $78.13 $18,557 - $19,532
-250 Reduced 41.39%
354 $28,000
Q2 2021

Jul 28, 2021
BUY
$73.32 - $77.65 $18,330 - $19,412
250 Added 70.62%
604 $46,000
Q1 2021

May 06, 2021
BUY
$63.23 - $73.67 $22,383 - $26,079
354 New
354 $26,000

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
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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