Lakeshore Financial Planning, Inc. Schwab Strategic Tr Us Dividen Transaction History

Lakeshore Financial Planning, Inc.

  • $227 Billion
  • Q3 2024

A detailed history of Lakeshore Financial Planning, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 194,299 shares of SCHD stock, worth $5.26 Million. This represents 7.24% of its overall portfolio holdings.

Number of Shares
194,299
Previous 174,635 11.26%
Holding current value
$5.26 Million
Previous $13.6 Billion 20.95%
% of portfolio
7.24%
Previous 6.63%

Shares

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

Oct 31, 2024
BUY
$77.02 - $85.06 $1.51 Million - $1.67 Million
19,664 Added 11.26%
194,299 $16.4 Billion
Q2 2024

Jul 25, 2024
SELL
$75.81 - $80.15 $1.32 Million - $1.4 Million
-17,421 Reduced 9.07%
174,635 $13.6 Billion
Q1 2024

May 10, 2024
SELL
$75.25 - $80.63 $1.79 Million - $1.91 Million
-23,727 Reduced 11.0%
192,056 $15.5 Billion
Q3 2023

Nov 14, 2023
BUY
$70.63 - $75.66 $15.2 Million - $16.3 Million
215,783 New
215,783 $15.3 Billion

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

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Lakeshore Financial Planning, Inc. Portfolio

Follow Lakeshore Financial Planning, 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 Lakeshore Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lakeshore Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email