Total Wealth Planning, LLC Schwab Strategic Tr Us Dividen Transaction History

Total Wealth Planning, LLC

  • $812 Million
  • Q3 2025

A detailed history of Total Wealth Planning, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Total Wealth Planning, LLC holds 138,351 shares of SCHD stock, worth $3.77 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
138,351
Previous 122,266 13.16%
Holding current value
$3.77 Million
Previous $3.24 Million 16.54%
% of portfolio
0.47%
Previous 0.44%

Shares

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

Oct 17, 2025
BUY
$26.38 - $27.95 $424,322 - $449,575
16,085 Added 13.16%
138,351 $3.78 Million
Q2 2025

Jul 15, 2025
BUY
$24.32 - $27.87 $2.97 Million - $3.41 Million
122,266 New
122,266 $3.24 Million

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
869M
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
  • Industry ETFs
More about SCHD
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