Olio Financial Planning Schwab Strategic Tr Us Dividen Transaction History

Olio Financial Planning

  • $288 Million
  • Q1 2025

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 169,399 shares of SCHD stock, worth $4.37 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
169,399
Previous 164,378 3.05%
Holding current value
$4.37 Million
Previous $4.49 Million 4.05%
% of portfolio
1.62%
Previous 1.58%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$27.01 - $28.54 $135,617 - $143,299
5,021 Added 3.05%
169,399 $4.67 Million
Q4 2024

Jan 21, 2025
BUY
$26.93 - $84.95 $3.04 Million - $9.59 Million
112,925 Added 219.47%
164,378 $4.49 Million
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
$67.16 - $79.06 $85,561 - $100,722
1,274 Added 4.09%
32,457 $0
Q3 2022

Oct 18, 2022
BUY
$66.43 - $77.87 $602,520 - $706,280
9,070 Added 41.02%
31,183 $2.07 Million
Q2 2022

Jul 15, 2022
BUY
$70.31 - $80.24 $395,774 - $451,670
5,629 Added 34.15%
22,113 $1.58 Million
Q1 2022

Apr 21, 2022
BUY
$75.14 - $81.94 $763,347 - $832,428
10,159 Added 160.62%
16,484 $1.3 Million
Q4 2021

Jan 31, 2022
BUY
$74.93 - $80.86 $473,932 - $511,439
6,325 New
6,325 $511,000

Others Institutions Holding SCHD

# of Institutions
1,997
Shares Held
886M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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