Consolidated Planning Corp Schwab Strategic Tr Us Dividen Transaction History

Consolidated Planning Corp

$845 Million
Q3 2025

A detailed history of Consolidated Planning Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Consolidated Planning Corp holds 78,773 shares of SCHD stock, worth $2.09 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

78,773

Previous 83,871 6.08%

Holding current value

$2.09 Million

Previous $2.22 Million 3.24%

% of portfolio

0.25%

Previous 0.31%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$26.38 - $27.95 $134,485 - $142,489	-5,098 Reduced 6.08%	78,773 $2.15 Million
Q2 2025 Jul 18, 2025	SELL	$24.32 - $27.87 $39,422 - $45,177	-1,621 Reduced 1.9%	83,871 $2.22 Million
Q1 2025 Apr 22, 2025	BUY	$27.01 - $28.54 $29,494 - $31,165	1,092 Added 1.29%	85,492 $2.39 Million
Q4 2024 Jan 29, 2025	BUY	$26.93 - $84.95 $1.5 Million - $4.73 Million	55,732 Added 194.4%	84,400 $2.31 Million
Q3 2024 Oct 31, 2024	SELL	$77.02 - $85.06 $231,830 - $256,030	-3,010 Reduced 9.5%	28,668 $2.42 Million
Q2 2024 Aug 02, 2024	SELL	$75.81 - $80.15 $100,751 - $106,519	-1,329 Reduced 4.03%	31,678 $2.46 Million
Q1 2024 May 02, 2024	SELL	$75.25 - $80.63 $353,223 - $378,477	-4,694 Reduced 12.45%	33,007 $2.66 Million
Q4 2023 Feb 02, 2024	SELL	$66.9 - $76.32 $1.07 Million - $1.22 Million	-15,990 Reduced 29.78%	37,701 $2.87 Million
Q3 2023 Nov 08, 2023	SELL	$70.63 - $75.66 $4.68 Million - $5.01 Million	-66,208 Reduced 55.22%	53,691 $3.8 Million
Q2 2023 Aug 14, 2023	BUY	$69.18 - $73.94 $8.06 Million - $8.62 Million	116,537 Added 3466.3%	119,899 $8.71 Million
Q4 2022 Feb 10, 2023	SELL	$67.16 - $79.06 $2,552 - $3,004	-38 Reduced 1.12%	3,362 $253,000
Q3 2022 Nov 04, 2022	SELL	$66.43 - $77.87 $6,576 - $7,709	-99 Reduced 2.83%	3,400 $226,000
Q2 2022 Aug 12, 2022	BUY	$70.31 - $80.24 $9,843 - $11,233	140 Added 4.17%	3,499 $251,000
Q3 2021 Nov 17, 2021	BUY	$74.23 - $78.13 $249,338 - $262,438	3,359 New	3,359 $249,000

Others Institutions Holding SCHD

# of Institutions

2,028

Shares Held

838M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Consolidated Planning Corp Schwab Strategic Tr Us Dividen Transaction History