Holistic Planning, LLC Schwab Strategic Tr Us Dividen Transaction History

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025

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 15,927 shares of SCHD stock, worth $425,250. This represents 0.15% of its overall portfolio holdings.

Number of Shares
15,927
Previous 15,740 1.19%
Holding current value
$425,250
Previous $430 Million 3.56%
% of portfolio
0.15%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$27.01 - $28.54 $5,050 - $5,336
187 Added 1.19%
15,927 $445 Million
Q4 2024

Jan 24, 2025
BUY
$26.93 - $84.95 $265,906 - $838,796
9,874 Added 168.33%
15,740 $430 Million
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
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
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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