Asset Planning Corporation Schwab Strategic Tr Us Dividen Transaction History

Asset Planning Corporation

  • $133 Million
  • Q2 2024

A detailed history of Asset Planning Corporation transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Asset Planning Corporation holds 83,116 shares of SCHD stock, worth $7 Million. This represents 4.86% of its overall portfolio holdings.

Number of Shares
83,116
Previous 97,622 14.86%
Holding current value
$7 Million
Previous $7.87 Million 17.89%
% of portfolio
4.86%
Previous 5.77%

Shares

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

Jul 31, 2024
SELL
$75.81 - $80.15 $1.1 Million - $1.16 Million
-14,506 Reduced 14.86%
83,116 $6.46 Million
Q1 2024

Apr 29, 2024
BUY
$75.25 - $80.63 $124,915 - $133,845
1,660 Added 1.73%
97,622 $7.87 Million
Q4 2023

Jan 18, 2024
BUY
$66.9 - $76.32 $87,906 - $100,284
1,314 Added 1.39%
95,962 $7.31 Million
Q3 2023

Oct 16, 2023
BUY
$70.63 - $75.66 $270,936 - $290,231
3,836 Added 4.22%
94,648 $6.7 Million
Q2 2023

Jul 12, 2023
SELL
$69.18 - $73.94 $188,999 - $202,004
-2,732 Reduced 2.92%
90,812 $6.59 Million
Q1 2023

Apr 14, 2023
SELL
$70.28 - $78.03 $31,977 - $35,503
-455 Reduced 0.48%
93,544 $6.84 Million
Q4 2022

Jan 27, 2023
BUY
$67.16 - $79.06 $421,630 - $496,338
6,278 Added 7.16%
93,999 $0
Q3 2022

Oct 31, 2022
BUY
$66.43 - $77.87 $551,966 - $647,021
8,309 Added 10.46%
87,721 $5.83 Million
Q2 2022

Jul 27, 2022
BUY
$70.31 - $80.24 $5.28 Million - $6.03 Million
75,103 Added 1742.93%
79,412 $5.69 Million
Q1 2022

May 13, 2022
BUY
$75.14 - $81.94 $323,778 - $353,079
4,309 New
4,309 $340,000

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

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