Laurel Wealth Planning LLC Schwab Strategic Tr Us Dividen Transaction History

Laurel Wealth Planning LLC

$151 Million
Q1 2024

A detailed history of Laurel Wealth Planning LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 16,563 shares of SCHD stock, worth $1.28 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

16,563

Previous 17,054 2.88%

Holding current value

$1.28 Million

Previous $1.3 Million 2.85%

% of portfolio

0.89%

Previous 0.92%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$75.25 - $80.63 $36,947 - $39,589	-491 Reduced 2.88%	16,563 $1.34 Million
Q4 2023 Feb 09, 2024	SELL	$66.9 - $76.32 $11,640 - $13,279	-174 Reduced 1.01%	17,054 $1.3 Million
Q3 2023 Oct 27, 2023	SELL	$70.63 - $75.66 $98,246 - $105,243	-1,391 Reduced 7.47%	17,228 $1.22 Million
Q2 2023 Jul 19, 2023	SELL	$69.18 - $73.94 $5.58 Million - $5.96 Million	-80,594 Reduced 81.23%	18,619 $1.35 Million
Q1 2023 Apr 18, 2023	SELL	$70.28 - $78.03 $621,486 - $690,019	-8,843 Reduced 8.18%	99,213 $7.26 Million

Q4 2022 Feb 01, 2023	SELL	$73.08 - $79.06 $44,724 - $48,384	-612 Reduced 0.56%	108,056 $8.16 Million
Q3 2022 Nov 02, 2022	SELL	N/A	-996 Reduced 0.91%	108,668 $7.22 Million
Q2 2022 Aug 09, 2022	BUY	N/A	34,073 Added 45.08%	109,664 $7.86 Million
Q1 2022 Apr 28, 2022	BUY	N/A	28,205 Added 59.52%	75,591 $5.96 Million
Q4 2021 Feb 01, 2022	BUY	N/A	39,664 Added 513.65%	47,386 $3.83 Million
Q3 2021 Nov 12, 2021	BUY	N/A	6,990 Added 954.92%	7,722 $573,000
Q2 2021 Aug 09, 2021	BUY	N/A	732 New	732 $55,000

Others Institutions Holding SCHD

# of Institutions

1,645

Shares Held

271M

Call Options Held

1.95M

Put Options Held

715K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Laurel Wealth Planning LLC Schwab Strategic Tr Us Dividen Transaction History