Lakeshore Financial Planning, Inc. Schwab Strategic Tr Us Dividen Transaction History

Lakeshore Financial Planning, Inc.

  • $249 Billion
  • Q2 2025

A detailed history of Lakeshore Financial Planning, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 393,459 shares of SCHD stock, worth $10.4 Million. This represents 4.19% of its overall portfolio holdings.

Number of Shares
393,459
Previous 553,339 28.89%
Holding current value
$10.4 Million
Previous $15.5 Billion 32.61%
% of portfolio
4.19%
Previous 6.44%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
$24.32 - $27.87 $3.89 Million - $4.46 Million
-159,880 Reduced 28.89%
393,459 $10.4 Billion
Q1 2025

May 15, 2025
SELL
$27.01 - $28.54 $719,195 - $759,934
-26,627 Reduced 4.59%
553,339 $15.5 Billion
Q4 2024

Feb 11, 2025
BUY
$26.93 - $84.95 $10.4 Million - $32.8 Million
385,667 Added 198.49%
579,966 $15.8 Billion
Q3 2024

Oct 31, 2024
BUY
$77.02 - $85.06 $1.51 Million - $1.67 Million
19,664 Added 11.26%
194,299 $16.4 Billion
Q2 2024

Jul 25, 2024
SELL
$75.81 - $80.15 $1.32 Million - $1.4 Million
-17,421 Reduced 9.07%
174,635 $13.6 Billion
Q1 2024

May 10, 2024
SELL
$75.25 - $80.63 $1.79 Million - $1.91 Million
-23,727 Reduced 11.0%
192,056 $15.5 Billion
Q3 2023

Nov 14, 2023
BUY
$70.63 - $75.66 $15.2 Million - $16.3 Million
215,783 New
215,783 $15.3 Billion

Others Institutions Holding SCHD

# of Institutions
2,014
Shares Held
885M
Call Options Held
4.51M
Put Options Held
2.75M
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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