Waller Financial Planning Group, Inc Schwab Strategic Tr Us Dividen Transaction History

Waller Financial Planning Group, Inc

  • $443 Million
  • Q4 2025

A detailed history of Waller Financial Planning Group, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 707,671 shares of SCHD stock, worth $19.3 Million. This represents 4.35% of its overall portfolio holdings.

Number of Shares
707,671
Previous 733,480 3.52%
Holding current value
$19.3 Million
Previous $20 Million 3.74%
% of portfolio
4.35%
Previous 4.61%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
SELL
$26.44 - $27.53 $682,389 - $710,521
-25,809 Reduced 3.52%
707,671 $19.3 Million
Q3 2025

Oct 09, 2025
BUY
$26.38 - $27.95 $122,086 - $129,352
4,628 Added 0.63%
733,480 $20 Million
Q2 2025

Jul 02, 2025
BUY
$24.32 - $27.87 $3.7 Million - $4.25 Million
152,333 Added 26.42%
728,852 $19.2 Million
Q1 2025

Apr 02, 2025
SELL
$27.01 - $28.54 $2.76 Million - $2.92 Million
-102,289 Reduced 15.07%
576,519 $15.9 Million
Q4 2024

Jan 03, 2025
BUY
$26.93 - $84.95 $12.2 Million - $38.6 Million
454,012 Added 201.97%
678,808 $18.5 Million
Q3 2024

Oct 02, 2024
BUY
$77.02 - $85.06 $224,744 - $248,205
2,918 Added 1.32%
224,796 $19 Million
Q2 2024

Jul 02, 2024
BUY
$75.81 - $80.15 $508,836 - $537,966
6,712 Added 3.12%
221,878 $17.3 Million
Q1 2024

Apr 02, 2024
BUY
$75.25 - $80.63 $2.36 Million - $2.53 Million
31,338 Added 17.05%
215,166 $17.3 Million
Q4 2023

Jan 03, 2024
SELL
$66.9 - $76.32 $210,199 - $239,797
-3,142 Reduced 1.68%
183,828 $14 Million
Q3 2023

Oct 18, 2023
SELL
$70.63 - $75.66 $17,092 - $18,309
-242 Reduced 0.13%
186,970 $13.2 Million
Q2 2023

Jul 05, 2023
BUY
$69.18 - $73.94 $402,143 - $429,813
5,813 Added 3.2%
187,212 $13.6 Million
Q1 2023

Apr 18, 2023
BUY
$70.28 - $78.03 $44,416 - $49,314
632 Added 0.35%
181,399 $13.3 Million
Q4 2022

Jan 05, 2023
SELL
$67.16 - $79.06 $82,203 - $96,769
-1,224 Reduced 0.67%
180,767 $0
Q3 2022

Oct 20, 2022
BUY
$66.43 - $77.87 $11,758 - $13,782
177 Added 0.1%
181,991 $12.1 Million
Q2 2022

Jul 18, 2022
BUY
$70.31 - $80.24 $12.8 Million - $14.6 Million
181,814 New
181,814 $13 Million

Others Institutions Holding SCHD

# of Institutions
2,064
Shares Held
867M
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
Track This Portfolio

Track Waller Financial Planning Group, Inc Portfolio

Follow Waller Financial Planning Group, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waller Financial Planning Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Waller Financial Planning Group, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email