Obsidian Personal Planning Solutions LLC Schwab Strategic Tr Us Dividen Transaction History

Obsidian Personal Planning Solutions LLC

$223 Million
Q1 2025

A detailed history of Obsidian Personal Planning Solutions LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 414,778 shares of SCHD stock, worth $11.1 Million. This represents 5.2% of its overall portfolio holdings.

Number of Shares

414,778

Previous 243,742 70.17%

Holding current value

$11.1 Million

Previous $6.66 Million 74.16%

% of portfolio

5.2%

Previous 3.39%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 16, 2025	BUY	$27.01 - $28.54 $4.62 Million - $4.88 Million	171,036 Added 70.17%	414,778 $11.6 Million
Q4 2024 Feb 13, 2025	BUY	$26.93 - $84.95 $325,529 - $1.03 Million	12,088 Added 5.22%	243,742 $6.66 Million
Q3 2024 Nov 06, 2024	BUY	$77.02 - $85.06 $12.3 Million - $13.6 Million	159,733 Added 222.1%	231,654 $19.6 Million
Q2 2024 Jul 25, 2024	BUY	$75.81 - $80.15 $334,246 - $353,381	4,409 Added 6.53%	71,921 $5.59 Million
Q1 2024 May 09, 2024	BUY	$75.25 - $80.63 $534,425 - $572,634	7,102 Added 11.76%	67,512 $5.44 Million
Q4 2023 Jan 31, 2024	BUY	$66.9 - $76.32 $187,855 - $214,306	2,808 Added 4.87%	60,410 $4.6 Million
Q3 2023 Nov 27, 2023	BUY	$70.63 - $75.66 $608,265 - $651,583	8,612 Added 17.58%	57,602 $4.08 Million
Q3 2023 Nov 15, 2023	BUY	$70.63 - $75.66 $341,566 - $365,891	4,836 Added 10.95%	48,990 $3.47 Million
Q1 2023 Apr 11, 2023	BUY	$70.28 - $78.03 $108,793 - $120,790	1,548 Added 3.63%	44,154 $3.23 Million
Q4 2022 Jan 18, 2023	BUY	$67.16 - $79.06 $181,063 - $213,145	2,696 Added 6.76%	42,606 $3.22 Million
Q3 2022 Oct 11, 2022	BUY	$66.43 - $77.87 $2.65 Million - $3.11 Million	39,910 New	39,910 $2.65 Million

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

897M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Obsidian Personal Planning Solutions LLC Schwab Strategic Tr Us Dividen Transaction History