Essential Planning, Llc. Schwab Strategic Tr Us Dividen Transaction History

Essential Planning, Llc.

$248 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$26.93 - $84.95 $5.66 Million - $17.8 Million	210,058 New	210,058 $5.74 Million

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

Lpl Financial LLC Fort Mill, SC

38.8M
Shares

$1.04 Billion
0.44% of portfolio
Rakuten Investment Management, Inc. Tokyo, M0

33M
Shares

$882 Million
4.23% of portfolio
Bank Of America Corp Charlotte, NC

32.2M
Shares

$861 Million
0.07% of portfolio
Wealthspire Advisors, LLC New York, NY

29.6M
Shares

$789 Million
4.98% of portfolio
Morgan Stanley New York, NY

29.4M
Shares

$784 Million
0.06% of portfolio

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Essential Planning, Llc. with notifications on news.