Holistic Planning, LLC Schwab Strategic Tr Us Dividen Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Holistic Planning, LLC holds 5,866 shares of SCHD stock, worth $170,700. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,866
Previous 9,872 40.58%
Holding current value
$170,700
Previous $796 Million 37.71%
% of portfolio
0.21%
Previous 0.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$77.02 - $85.06 $308,542 - $340,750
-4,006 Reduced 40.58%
5,866 $496 Million
Q1 2024

May 01, 2024
SELL
$75.25 - $80.63 $396,492 - $424,839
-5,269 Reduced 34.8%
9,872 $796 Million
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $1.01 Million - $1.16 Million
15,141 New
15,141 $1.15 Billion

Others Institutions Holding SCHD

# of Institutions
1,708
Shares Held
278M
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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