Olio Financial Planning Schwab Strategic Tr Us Dividen Transaction History

Olio Financial Planning

$340 Million
Q3 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 158,540 shares of SCHD stock, worth $4.32 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

158,540

Previous 154,670 2.5%

Holding current value

$4.32 Million

Previous $4.1 Million 5.61%

% of portfolio

1.27%

Previous 1.29%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$26.38 - $27.95 $102,090 - $108,166	3,870 Added 2.5%	158,540 $4.33 Million
Q2 2025 Jul 09, 2025	SELL	$24.32 - $27.87 $358,209 - $410,497	-14,729 Reduced 8.69%	154,670 $4.1 Million
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

2,059

Shares Held

873M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Olio Financial Planning Schwab Strategic Tr Us Dividen Transaction History