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

Center For Financial Planning, Inc.

$691 Million
Q2 2024

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 1,129 shares of SCHD stock, worth $95,129. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,129

Previous 1,129 -0.0%

Holding current value

$95,129

Previous $91,000 4.4%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

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