Center For Financial Planning, Inc. Schwab Strategic Tr Us Dividen Transaction History

Center For Financial Planning, Inc.

$869 Million
Q2 2025

A detailed history of Center For Financial Planning, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 2,598 shares of SCHD stock, worth $69,834. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,598

Previous 2,598 -0.0%

Holding current value

$69,834

Previous $72,000 5.56%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$27.01 - $28.54 $5,510 - $5,822	-204 Reduced 7.28%	2,598 $72,000
Q4 2024 Jan 30, 2025	BUY	$26.93 - $84.95 $50,305 - $158,686	1,868 Added 200.0%	2,802 $76,000
Q3 2024 Oct 15, 2024	SELL	$77.02 - $85.06 $15,018 - $16,586	-195 Reduced 17.27%	934 $78,000
Q1 2024 Apr 25, 2024	SELL	$75.25 - $80.63 $27,466 - $29,429	-365 Reduced 24.43%	1,129 $91,000
Q4 2023 Jan 29, 2024	BUY	$66.9 - $76.32 $200 - $228	3 Added 0.2%	1,494 $113,000
Q3 2023 Oct 24, 2023	BUY	$70.63 - $75.66 $282 - $302	4 Added 0.27%	1,491 $105,000
Q2 2023 Aug 09, 2023	BUY	$69.18 - $73.94 $49,463 - $52,867	715 Added 92.62%	1,487 $107,000
Q1 2023 May 02, 2023	BUY	$70.28 - $78.03 $210 - $234	3 Added 0.39%	772 $56,000
Q4 2022 Jan 27, 2023	BUY	$67.16 - $79.06 $268 - $316	4 Added 0.52%	769 $0
Q3 2022 Oct 14, 2022	BUY	$66.43 - $77.87 $23,981 - $28,111	361 Added 89.36%	765 $51,000
Q4 2019 Feb 14, 2020	BUY	$52.87 - $58.15 $21,359 - $23,492	404 New	404 $23,000

Others Institutions Holding SCHD

# of Institutions

2,004

Shares Held

892M

Call Options Held

5.24M

Put Options Held

2.88M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.

Account

Center For Financial Planning, Inc. Schwab Strategic Tr Us Dividen Transaction History