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

Plan Group Financial, LLC

  • $187 Million
  • Q3 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 7,214 shares of SCHD stock, worth $195,355. This represents 0.32% of its overall portfolio holdings.

Number of Shares
7,214
Previous 5,798 24.42%
Holding current value
$195,355
Previous $450,000 35.33%
% of portfolio
0.32%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$77.02 - $85.06 $109,060 - $120,444
1,416 Added 24.42%
7,214 $609,000
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
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
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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