Pds Planning, Inc Schwab Strategic Tr Us Dividen Transaction History

Pds Planning, Inc

$1.17 Billion
Q1 2025

A detailed history of Pds Planning, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pds Planning, Inc holds 18,925 shares of SCHD stock, worth $505,297. This represents 0.05% of its overall portfolio holdings.

Number of Shares

18,925

Previous 18,837 0.47%

Holding current value

$505,297

Previous $514,000 2.92%

% of portfolio

0.05%

Previous 0.05%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$27.01 - $28.54 $2,376 - $2,511	88 Added 0.47%	18,925 $529,000
Q4 2024 Feb 10, 2025	BUY	$26.93 - $84.95 $338,563 - $1.07 Million	12,572 Added 200.67%	18,837 $514,000
Q3 2024 Oct 29, 2024	SELL	$77.02 - $85.06 $2,926 - $3,232	-38 Reduced 0.6%	6,265 $529,000
Q2 2024 Aug 07, 2024	BUY	$75.81 - $80.15 $7,581 - $8,015	100 Added 1.61%	6,303 $490,000
Q1 2024 May 01, 2024	BUY	$75.25 - $80.63 $9,933 - $10,643	132 Added 2.17%	6,203 $500,000
Q4 2023 Feb 01, 2024	SELL	$66.9 - $76.32 $46,629 - $53,195	-697 Reduced 10.3%	6,071 $462,000
Q3 2023 Oct 20, 2023	BUY	$70.63 - $75.66 $14,691 - $15,737	208 Added 3.17%	6,768 $478,000
Q2 2023 Jul 20, 2023	SELL	$69.18 - $73.94 $35,350 - $37,783	-511 Reduced 7.23%	6,560 $476,000
Q1 2023 May 01, 2023	BUY	$70.28 - $78.03 $53,201 - $59,068	757 Added 11.99%	7,071 $517,000
Q4 2022 Jan 26, 2023	BUY	$67.16 - $79.06 $72,062 - $84,831	1,073 Added 20.47%	6,314 $0
Q3 2022 Nov 02, 2022	BUY	$66.43 - $77.87 $83,436 - $97,804	1,256 Added 31.52%	5,241 $348,000
Q2 2022 Jul 15, 2022	BUY	$70.31 - $80.24 $2,531 - $2,888	36 Added 0.91%	3,985 $285,000
Q1 2022 Apr 18, 2022	BUY	$75.14 - $81.94 $18,108 - $19,747	241 Added 6.5%	3,949 $312,000
Q4 2021 Jan 25, 2022	BUY	$74.93 - $80.86 $24,277 - $26,198	324 Added 9.57%	3,708 $300,000
Q3 2021 Oct 22, 2021	BUY	$74.23 - $78.13 $3,785 - $3,984	51 Added 1.53%	3,384 $251,000
Q2 2021 Jul 26, 2021	BUY	$73.32 - $77.65 $27,568 - $29,196	376 Added 12.72%	3,333 $252,000
Q1 2021 Apr 20, 2021	BUY	$63.23 - $73.67 $1,327 - $1,547	21 Added 0.72%	2,957 $216,000
Q4 2020 Jan 21, 2021	BUY	$54.8 - $65.16 $1,479 - $1,759	27 Added 0.93%	2,936 $188,000
Q3 2020 Oct 19, 2020	SELL	$50.37 - $58.54 $23,422 - $27,221	-465 Reduced 13.78%	2,909 $161,000
Q2 2020 Aug 11, 2020	BUY	$43.56 - $56.5 $146,971 - $190,631	3,374 New	3,374 $175,000

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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