Plan Group Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Plan Group Financial, LLC

  • $162 Million
  • Q2 2024

A detailed history of Plan Group Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Plan Group Financial, LLC holds 5,798 shares of SCHD stock, worth $488,539. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,798
Previous 17,647 67.14%
Holding current value
$488,539
Previous $1.42 Million 68.35%
% of portfolio
0.28%
Previous 0.94%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
$75.81 - $80.15 $898,272 - $949,697
-11,849 Reduced 67.14%
5,798 $450,000
Q1 2024

Apr 26, 2024
BUY
$75.25 - $80.63 $528,556 - $566,345
7,024 Added 66.12%
17,647 $1.42 Million
Q4 2023

Jan 29, 2024
BUY
$66.9 - $76.32 $710,678 - $810,747
10,623 New
10,623 $808,000

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Plan Group Financial, LLC Portfolio

Follow Plan Group Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email