Wealth Plan Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 155,354 shares of SCHD stock, worth $4.23 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

155,354

Previous 263,090 40.95%

Holding current value

$4.23 Million

Previous $6.97 Million 39.16%

% of portfolio

0.31%

Previous 0.55%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$26.38 - $27.95 $2.84 Million - $3.01 Million	-107,736 Reduced 40.95%	155,354 $4.24 Million
Q2 2025 Jul 28, 2025	BUY	$24.32 - $27.87 $396,148 - $453,974	16,289 Added 6.6%	263,090 $6.97 Million
Q1 2025 May 09, 2025	BUY	$27.01 - $28.54 $5.11 Million - $5.4 Million	189,123 Added 327.89%	246,801 $6.9 Million
Q4 2024 Jan 30, 2025	BUY	$26.93 - $84.95 $1.06 Million - $3.34 Million	39,356 Added 214.8%	57,678 $1.58 Million
Q3 2024 Nov 05, 2024	BUY	$77.02 - $85.06 $292,830 - $323,398	3,802 Added 26.18%	18,322 $1.55 Million

Q2 2024 Aug 09, 2024	BUY	$75.81 - $80.15 $16,602 - $17,552	219 Added 1.53%	14,520 $1.13 Million
Q1 2024 May 16, 2024	SELL	$75.25 - $80.63 $59,221 - $63,455	-787 Reduced 5.22%	14,301 $1.15 Million
Q4 2023 Jan 05, 2024	BUY	$66.9 - $76.32 $39,337 - $44,876	588 Added 4.06%	15,088 $1.15 Million
Q3 2023 Nov 15, 2023	SELL	$70.63 - $75.66 $3.62 Million - $3.88 Million	-51,246 Reduced 77.95%	14,500 $1.03 Million
Q3 2023 Nov 09, 2023	BUY	$70.63 - $75.66 $4.29 Million - $4.59 Million	60,711 Added 1205.78%	65,746 $4.65 Million
Q2 2023 Aug 14, 2023	SELL	$69.18 - $73.94 $1.39 Million - $1.48 Million	-20,026 Reduced 79.91%	5,035 $365,000
Q2 2023 Jul 25, 2023	BUY	$69.18 - $73.94 $636,040 - $679,804	9,194 Added 57.94%	25,061 $1.82 Million
Q1 2023 May 08, 2023	SELL	$70.28 - $78.03 $4.88 Million - $5.42 Million	-69,440 Reduced 81.4%	15,867 $1.16 Million
Q4 2022 Feb 15, 2023	BUY	$67.16 - $79.06 $93,083 - $109,577	1,386 Added 1.65%	85,307 $6.44 Million
Q3 2022 Dec 12, 2022	BUY	$66.43 - $77.87 $288,571 - $338,267	4,344 Added 5.46%	83,921 $6.38 Million
Q1 2022 Sep 07, 2022	BUY	$75.14 - $81.94 $5.98 Million - $6.52 Million	79,577 New	79,577 $6.02 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

Ticker SCHD
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Wealth Plan Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History