Retirement Planning Group, LLC / Ny Schwab Strategic Tr Us Dividen Transaction History

Retirement Planning Group, LLC / Ny

  • $114 Billion
  • Q2 2025

A detailed history of Retirement Planning Group, LLC / Ny transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Retirement Planning Group, LLC / Ny holds 78,155 shares of SCHD stock, worth $2.1 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
78,155
Previous 33,037 136.57%
Holding current value
$2.1 Million
Previous $924 Million 124.21%
% of portfolio
1.82%
Previous 0.94%

Shares

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

Jul 25, 2025
BUY
$24.32 - $27.87 $1.1 Million - $1.26 Million
45,118 Added 136.57%
78,155 $2.07 Billion
Q1 2025

Apr 22, 2025
BUY
$27.01 - $28.54 $892,329 - $942,875
33,037 New
33,037 $924 Million

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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