Wr Wealth Planners, LLC Schwab Strategic Tr Us Dividen Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 4,080 shares of SCHD stock, worth $111,139. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,080

Previous 1,348 202.67%

Holding current value

$111,139

Previous $113,000 1.77%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$26.93 - $84.95 $73,572 - $232,083	2,732 Added 202.67%	4,080 $111,000
Q3 2024 Oct 17, 2024	BUY	$77.02 - $85.06 $99,971 - $110,407	1,298 Added 2596.0%	1,348 $113,000
Q2 2024 Jul 31, 2024	SELL	$75.81 - $80.15 $1,061 - $1,122	-14 Reduced 21.88%	50 $3,000
Q1 2024 Jul 31, 2024	BUY	$75.25 - $80.63 $4,816 - $5,160	64 New	64 $5,000
Q3 2023 Aug 01, 2024	SELL	$70.63 - $75.66 $8,475 - $9,079	-120 Reduced 14.63%	700 $49.5 Million

Q2 2023 Aug 01, 2024	BUY	$69.18 - $73.94 $53,268 - $56,933	770 Added 1540.0%	820 $59.6 Million
Q1 2023 Aug 01, 2024	SELL	$70.28 - $78.03 $1,967 - $2,184	-28 Reduced 56.0%	22 $1.61 Million
Q3 2022 Oct 10, 2024	SELL	$66.43 - $77.87 $2,856 - $3,348	-43 Reduced 86.0%	7 $465,000
Q1 2022 Oct 17, 2024	SELL	$75.14 - $81.94 $98,658 - $107,587	-1,313 Reduced 97.4%	35 $2.76 Million

Others Institutions Holding SCHD

# of Institutions

2,059

Shares Held

873M

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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Wr Wealth Planners, LLC Schwab Strategic Tr Us Dividen Transaction History