Summit Wealth & Retirement Planning, Inc. Schwab Strategic Tr Us Dividen Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $309 Million
  • Q4 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 26,180 shares of SCHD stock, worth $666,019. This represents 0.23% of its overall portfolio holdings.

Number of Shares
26,180
Previous 8,875 194.99%
Holding current value
$666,019
Previous $750,000 4.67%
% of portfolio
0.23%
Previous 0.25%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$26.93 - $84.95 $466,023 - $1.47 Million
17,305 Added 194.99%
26,180 $715,000
Q3 2024

Nov 01, 2024
BUY
$77.02 - $85.06 $12,246 - $13,524
159 Added 1.82%
8,875 $750,000
Q2 2024

Aug 06, 2024
SELL
$75.81 - $80.15 $8,035 - $8,495
-106 Reduced 1.2%
8,716 $677,000
Q1 2024

May 09, 2024
SELL
$75.25 - $80.63 $285,573 - $305,990
-3,795 Reduced 30.08%
8,822 $711,000
Q4 2023

Feb 01, 2024
BUY
$66.9 - $76.32 $38,668 - $44,112
578 Added 4.8%
12,617 $960,000
Q3 2023

Oct 25, 2023
BUY
$70.63 - $75.66 $59,894 - $64,159
848 Added 7.58%
12,039 $851,000
Q2 2023

Jul 26, 2023
BUY
$69.18 - $73.94 $109,719 - $117,268
1,586 Added 16.51%
11,191 $812,000
Q1 2023

May 11, 2023
BUY
$70.28 - $78.03 $3,795 - $4,213
54 Added 0.57%
9,605 $702,000
Q4 2022

Feb 09, 2023
SELL
$67.16 - $79.06 $79,786 - $93,923
-1,188 Reduced 11.06%
9,551 $722,000
Q3 2022

Nov 10, 2022
SELL
$66.43 - $77.87 $247,584 - $290,221
-3,727 Reduced 25.76%
10,739 $713,000
Q2 2022

Aug 02, 2022
SELL
$70.31 - $80.24 $26,155 - $29,849
-372 Reduced 2.51%
14,466 $1.04 Million
Q1 2022

May 12, 2022
SELL
$75.14 - $81.94 $69,354 - $75,630
-923 Reduced 5.86%
14,838 $1.17 Million
Q4 2021

Feb 03, 2022
SELL
$74.93 - $80.86 $18,807 - $20,295
-251 Reduced 1.57%
15,761 $1.27 Million
Q3 2021

Nov 12, 2021
BUY
$74.23 - $78.13 $7,868 - $8,281
106 Added 0.67%
16,012 $1.19 Million
Q2 2021

Aug 13, 2021
SELL
$73.32 - $77.65 $74,566 - $78,970
-1,017 Reduced 6.01%
15,906 $1.2 Million
Q1 2021

May 10, 2021
BUY
$63.23 - $73.67 $48,118 - $56,062
761 Added 4.71%
16,923 $1.23 Million
Q4 2020

Feb 09, 2021
SELL
$54.8 - $65.16 $12,987 - $15,442
-237 Reduced 1.45%
16,162 $1.04 Million
Q3 2020

Nov 10, 2020
SELL
$50.37 - $58.54 $705 - $819
-14 Reduced 0.09%
16,399 $907,000
Q2 2020

Aug 13, 2020
SELL
$43.56 - $56.5 $156,380 - $202,835
-3,590 Reduced 17.95%
16,413 $849,000
Q1 2020

May 11, 2020
BUY
$39.5 - $59.28 $948 - $1,422
24 Added 0.12%
20,003 $900,000
Q4 2019

Feb 10, 2020
BUY
$52.87 - $58.15 $102,250 - $112,462
1,934 Added 10.72%
19,979 $1.16 Million
Q3 2019

Nov 12, 2019
SELL
$54.39 - $55.76 $164,692 - $168,841
-3,028 Reduced 14.37%
18,045 $988,000
Q2 2019

Aug 06, 2019
BUY
N/A
110 Added 0.52%
21,073 $1.12 Million
Q1 2019

May 08, 2019
BUY
N/A
1,304 Added 6.63%
20,963 $1.1 Million
Q4 2018

Feb 08, 2019
BUY
N/A
19,659 New
19,659 $923,000

Others Institutions Holding SCHD

# of Institutions
1,965
Shares Held
851M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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