A detailed history of Life Plan Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Life Plan Financial, LLC holds 8,995 shares of SCHD stock, worth $261,754. This represents 0.65% of its overall portfolio holdings.

Number of Shares
8,995
Previous 8,917 0.87%
Holding current value
$261,754
Previous $693 Million 9.66%
% of portfolio
0.65%
Previous 0.64%

Shares

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

Oct 03, 2024

BUY
$77.02 - $85.06 $6,007 - $6,634
78 Added 0.87%
8,995 $760 Million
Q2 2024

Jul 30, 2024

BUY
$75.81 - $80.15 $29,944 - $31,659
395 Added 4.64%
8,917 $693 Million
Q1 2024

Apr 30, 2024

SELL
$75.25 - $80.63 $2,107 - $2,257
-28 Reduced 0.33%
8,522 $687 Million
Q4 2023

Jan 30, 2024

BUY
$66.9 - $76.32 $571,995 - $652,535
8,550 New
8,550 $651 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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