Clear Perspectives Financial Planning, LLC Schwab Strategic Tr Us Dividen Transaction History

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 150 shares of SCHD stock, worth $4,171. This represents 0.01% of its overall portfolio holdings.

Number of Shares
150
Previous 171 12.28%
Holding current value
$4,171
Previous $12,000 16.67%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
SELL
$70.28 - $78.03 $1,475 - $1,638
-21 Reduced 12.28%
150 $10,000
Q4 2022

Feb 13, 2023
BUY
$67.16 - $79.06 $268 - $316
4 Added 2.4%
171 $12,000
Q3 2022

Nov 09, 2022
BUY
$66.43 - $77.87 $1,129 - $1,323
17 Added 11.33%
167 $11,000
Q2 2022

Aug 11, 2022
BUY
$70.31 - $80.24 $10,546 - $12,036
150 New
150 $11,000

Others Institutions Holding SCHD

# of Institutions
1,759
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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