Beacon Financial Planning, Inc Schwab Strategic Tr Us Dividen Transaction History

Beacon Financial Planning, Inc

  • $147 Billion
  • Q2 2024

A detailed history of Beacon Financial Planning, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 40,790 shares of SCHD stock, worth $3.45 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
40,790
Previous 33,612 21.36%
Holding current value
$3.45 Million
Previous $2.71 Billion 17.04%
% of portfolio
2.15%
Previous 1.89%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
BUY
$75.81 - $80.15 $544,164 - $575,316
7,178 Added 21.36%
40,790 $3.17 Billion
Q1 2024

Apr 22, 2024
BUY
$75.25 - $80.63 $1.93 Million - $2.07 Million
25,681 Added 323.81%
33,612 $2.71 Billion
Q4 2023

Jan 29, 2024
BUY
$66.9 - $76.32 $192,337 - $219,419
2,875 Added 56.86%
7,931 $604 Million
Q3 2023

Oct 24, 2023
BUY
$70.63 - $75.66 $138,787 - $148,671
1,965 Added 63.57%
5,056 $358 Million
Q2 2023

Jul 19, 2023
BUY
$69.18 - $73.94 $213,835 - $228,548
3,091 New
3,091 $224 Million

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
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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