Financial Planning & Information Services, Inc. Schwab Strategic Tr Us Dividen Transaction History

Financial Planning & Information Services, Inc.

  • $725 Million
  • Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 203,049 shares of SCHD stock, worth $5.65 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares
203,049
Previous 158,600 28.03%
Holding current value
$5.65 Million
Previous $12.3 Million 39.17%
% of portfolio
2.37%
Previous 1.88%

Shares

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

Nov 12, 2024
BUY
$77.02 - $85.06 $3.42 Million - $3.78 Million
44,449 Added 28.03%
203,049 $17.2 Million
Q2 2024

Aug 13, 2024
BUY
$75.81 - $80.15 $1.33 Million - $1.41 Million
17,586 Added 12.47%
158,600 $12.3 Million
Q1 2024

May 14, 2024
BUY
$75.25 - $80.63 $6.36 Million - $6.82 Million
84,523 Added 149.62%
141,014 $11.4 Million
Q3 2023

Nov 14, 2023
BUY
$70.63 - $75.66 $1.74 Million - $1.86 Million
24,624 Added 77.27%
56,491 $4 Million
Q2 2023

Aug 11, 2023
BUY
$69.18 - $73.94 $1.18 Million - $1.26 Million
17,106 Added 115.89%
31,867 $2.31 Million
Q1 2023

May 02, 2023
BUY
$70.28 - $78.03 $774,345 - $859,734
11,018 Added 294.36%
14,761 $1.08 Million
Q4 2022

Feb 13, 2023
BUY
$67.16 - $79.06 $251,379 - $295,921
3,743 New
3,743 $282,000

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
Track This Portfolio

Track Financial Planning & Information Services, Inc. Portfolio

Follow Financial Planning & Information Services, Inc. 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 Financial Planning & Information Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Planning & Information Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email