Consolidated Planning Corp Schwab Strategic Tr Us Dividen Transaction History

Consolidated Planning Corp

  • $605 Million
  • Q3 2024

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 28,668 shares of SCHD stock, worth $776,329. This represents 0.4% of its overall portfolio holdings.

Number of Shares
28,668
Previous 31,678 9.5%
Holding current value
$776,329
Previous $2.46 Million 1.62%
% of portfolio
0.4%
Previous 0.45%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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