A detailed history of Creative Planning transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Creative Planning holds 1,341,298 shares of SCHD stock, worth $38.4 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,341,298
Previous 1,316,807 1.86%
Holding current value
$38.4 Million
Previous $102 Million 10.73%
% of portfolio
0.11%
Previous 0.11%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$77.02 - $85.06 $1.89 Million - $2.08 Million
24,491 Added 1.86%
1,341,298 $113 Million
Q2 2024

Aug 15, 2024

BUY
$75.81 - $80.15 $1.3 Million - $1.37 Million
17,098 Added 1.32%
1,316,807 $102 Million
Q1 2024

May 10, 2024

BUY
$75.25 - $80.63 $3.26 Million - $3.49 Million
43,263 Added 3.44%
1,299,709 $105 Million
Q4 2023

Feb 14, 2024

SELL
$66.9 - $76.32 $6.33 Million - $7.22 Million
-94,563 Reduced 7.0%
1,256,446 $95.7 Million
Q3 2023

Nov 16, 2023

BUY
$70.63 - $75.66 $6.65 Million - $7.12 Million
94,126 Added 7.49%
1,351,009 $95.6 Million
Q2 2023

Jul 21, 2023

SELL
$69.18 - $73.94 $19.4 Million - $20.7 Million
-280,496 Reduced 18.25%
1,256,883 $91.3 Million
Q1 2023

May 15, 2023

BUY
$70.28 - $78.03 $5.67 Million - $6.29 Million
80,647 Added 5.54%
1,537,379 $112 Million
Q4 2022

Feb 10, 2023

BUY
$67.16 - $79.06 $22.4 Million - $26.4 Million
334,077 Added 29.76%
1,456,732 $110 Million
Q3 2022

Nov 03, 2022

BUY
$66.43 - $77.87 $9.6 Million - $11.3 Million
144,515 Added 14.77%
1,122,655 $74.6 Million
Q2 2022

Aug 15, 2022

BUY
$70.31 - $80.24 $45.6 Million - $52.1 Million
649,188 Added 197.35%
978,140 $70.1 Million
Q1 2022

May 16, 2022

BUY
$75.14 - $81.94 $8.05 Million - $8.78 Million
107,116 Added 48.29%
328,952 $26 Million
Q4 2021

Feb 11, 2022

SELL
$74.93 - $80.86 $3.31 Million - $3.58 Million
-44,226 Reduced 16.62%
221,836 $17.9 Million
Q3 2021

Nov 10, 2021

BUY
$74.23 - $78.13 $4.46 Million - $4.7 Million
60,136 Added 29.2%
266,062 $19.8 Million
Q2 2021

Aug 04, 2021

BUY
$73.32 - $77.65 $1.19 Million - $1.27 Million
16,298 Added 8.59%
205,926 $15.6 Million
Q1 2021

Apr 30, 2021

SELL
$63.23 - $73.67 $433,757 - $505,376
-6,860 Reduced 3.49%
189,628 $13.8 Million
Q4 2020

Jan 29, 2021

BUY
$54.8 - $65.16 $1.77 Million - $2.1 Million
32,237 Added 19.63%
196,488 $12.6 Million
Q3 2020

Nov 05, 2020

BUY
$50.37 - $58.54 $4.45 Million - $5.17 Million
88,266 Added 116.16%
164,251 $9.08 Million
Q2 2020

Jul 23, 2020

BUY
$43.56 - $56.5 $148,670 - $192,834
3,413 Added 4.7%
75,985 $3.93 Million
Q1 2020

May 05, 2020

BUY
$39.5 - $59.28 $932,832 - $1.4 Million
23,616 Added 48.24%
72,572 $3.26 Million
Q4 2019

Jan 30, 2020

BUY
$52.87 - $58.15 $881,290 - $969,302
16,669 Added 51.63%
48,956 $2.84 Million
Q3 2019

Nov 01, 2019

SELL
$54.39 - $55.76 $111,771 - $114,586
-2,055 Reduced 5.98%
32,287 $1.77 Million
Q2 2019

Jul 26, 2019

BUY
N/A
4,013 Added 13.23%
34,342 $1.82 Million
Q1 2019

Apr 24, 2019

SELL
N/A
-3,098 Reduced 9.27%
30,329 $1.59 Million
Q4 2018

Feb 01, 2019

SELL
N/A
-15,572 Reduced 31.78%
33,427 $1.57 Million
Q3 2018

Oct 25, 2018

BUY
N/A
22,872 Added 87.54%
48,999 $2.6 Million
Q2 2018

Jul 20, 2018

SELL
N/A
-1,572 Reduced 5.68%
26,127 $1.29 Million
Q1 2018

Apr 18, 2018

BUY
N/A
7,989 Added 40.53%
27,699 $1.36 Million
Q4 2017

Jan 17, 2018

SELL
N/A
-12,246 Reduced 38.32%
19,710 $1.01 Million
Q3 2017

Oct 17, 2017

BUY
N/A
31,956
31,956 $1.5 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Creative Planning with notifications on news.