Olio Financial Planning Schwab Strategic Tr Us Dividen Transaction History

Olio Financial Planning

$250 Million
Q2 2024

A detailed history of Olio Financial Planning transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Olio Financial Planning holds 51,453 shares of SCHD stock, worth $4.26 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

51,453

Previous 51,453 -0.0%

Holding current value

$4.26 Million

Previous $4.15 Million 3.57%

% of portfolio

1.6%

Previous 1.66%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	BUY	$66.9 - $76.32 $118,479 - $135,162	1,771 Added 3.56%	51,453 $3.92 Million
Q3 2023 Oct 19, 2023	BUY	$70.63 - $75.66 $25,426 - $27,237	360 Added 0.73%	49,682 $3.52 Million
Q2 2023 Jul 13, 2023	BUY	$69.18 - $73.94 $654,996 - $700,063	9,468 Added 23.76%	49,322 $3.58 Million
Q1 2023 Apr 11, 2023	BUY	$70.28 - $78.03 $519,861 - $577,187	7,397 Added 22.79%	39,854 $2.92 Million
Q4 2022 Jan 13, 2023	BUY	$73.08 - $79.06 $93,103 - $100,722	1,274 Added 4.09%	32,457 $0
Q3 2022 Oct 18, 2022	BUY	N/A	9,070 Added 41.02%	31,183 $2.07 Million
Q2 2022 Jul 15, 2022	BUY	N/A	5,629 Added 34.15%	22,113 $1.58 Million
Q1 2022 Apr 21, 2022	BUY	N/A	10,159 Added 160.62%	16,484 $1.3 Million
Q4 2021 Jan 31, 2022	BUY	N/A	6,325 New	6,325 $511,000

Others Institutions Holding SCHD

# of Institutions

1,658

Shares Held

273M

Call Options Held

1.52M

Put Options Held

741K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Olio Financial Planning Schwab Strategic Tr Us Dividen Transaction History