Beacon Financial Planning, Inc Schwab Strategic Tr Us Dividen Transaction History

Beacon Financial Planning, Inc

$179 Billion
Q2 2025

A detailed history of Beacon Financial Planning, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 207,390 shares of SCHD stock, worth $5.57 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares

207,390

Previous 215,540 3.78%

Holding current value

$5.57 Million

Previous $6.03 Billion 8.81%

% of portfolio

3.07%

Previous 3.46%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$24.32 - $27.87 $198,208 - $227,140	-8,150 Reduced 3.78%	207,390 $5.5 Billion
Q1 2025 Apr 24, 2025	BUY	$27.01 - $28.54 $915,909 - $967,791	33,910 Added 18.67%	215,540 $6.03 Billion
Q4 2024 Jan 27, 2025	BUY	$26.93 - $84.95 $3.43 Million - $10.8 Million	127,193 Added 233.65%	181,630 $4.96 Billion
Q3 2024 Oct 24, 2024	BUY	$77.02 - $85.06 $1.05 Million - $1.16 Million	13,647 Added 33.46%	54,437 $4.6 Billion
Q2 2024 Jul 18, 2024	BUY	$75.81 - $80.15 $544,164 - $575,316	7,178 Added 21.36%	40,790 $3.17 Billion
Q1 2024 Apr 22, 2024	BUY	$75.25 - $80.63 $1.93 Million - $2.07 Million	25,681 Added 323.81%	33,612 $2.71 Billion
Q4 2023 Jan 29, 2024	BUY	$66.9 - $76.32 $192,337 - $219,419	2,875 Added 56.86%	7,931 $604 Million
Q3 2023 Oct 24, 2023	BUY	$70.63 - $75.66 $138,787 - $148,671	1,965 Added 63.57%	5,056 $358 Million
Q2 2023 Jul 19, 2023	BUY	$69.18 - $73.94 $213,835 - $228,548	3,091 New	3,091 $224 Million

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

896M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Beacon Financial Planning, Inc Schwab Strategic Tr Us Dividen Transaction History