Planned Solutions, Inc. Schwab Strategic Tr Us Dividen Transaction History

Planned Solutions, Inc.

$231 Million
Q4 2024

A detailed history of Planned Solutions, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Planned Solutions, Inc. holds 21,218 shares of SCHD stock, worth $605,561. This represents 0.25% of its overall portfolio holdings.

Number of Shares

21,218

Previous 6,493 226.78%

Holding current value

$605,561

Previous $548,000 5.66%

% of portfolio

0.25%

Previous 0.22%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $396,544 - $1.25 Million	14,725 Added 226.78%	21,218 $579,000
Q3 2024 Oct 08, 2024	BUY	$77.02 - $85.06 $117,609 - $129,886	1,527 Added 30.75%	6,493 $548,000
Q2 2024 Jul 24, 2024	BUY	$75.81 - $80.15 $18,649 - $19,716	246 Added 5.21%	4,966 $386,000
Q1 2024 Apr 26, 2024	BUY	$75.25 - $80.63 $14,673 - $15,722	195 Added 4.31%	4,720 $380,000
Q4 2023 Jan 17, 2024	BUY	$66.9 - $76.32 $23,816 - $27,169	356 Added 8.54%	4,525 $344,000
Q3 2023 Feb 06, 2024	SELL	$70.63 - $75.66 $25,003 - $26,783	-354 Reduced 7.82%	4,171 $295,000
Q2 2023 Jul 11, 2023	BUY	$69.18 - $73.94 $13,282 - $14,196	192 Added 4.83%	4,169 $302,000
Q1 2023 Apr 12, 2023	BUY	$70.28 - $78.03 $2,038 - $2,262	29 Added 0.73%	3,977 $290,000
Q4 2022 Jan 25, 2023	BUY	$67.16 - $79.06 $2,216 - $2,608	33 Added 0.84%	3,948 $0
Q3 2022 Oct 20, 2022	BUY	$66.43 - $77.87 $2,922 - $3,426	44 Added 1.14%	3,915 $260,000
Q2 2022 Jul 14, 2022	BUY	$70.31 - $80.24 $18,139 - $20,701	258 Added 7.14%	3,871 $277,000
Q1 2022 Apr 08, 2022	SELL	$75.14 - $81.94 $44,708 - $48,754	-595 Reduced 14.14%	3,613 $285,000
Q4 2021 Feb 03, 2022	BUY	$74.93 - $80.86 $45,932 - $49,567	613 Added 17.05%	4,208 $340,000
Q2 2021 Jul 21, 2021	BUY	$73.32 - $77.65 $4,179 - $4,426	57 Added 1.61%	3,595 $272,000
Q1 2021 Apr 29, 2021	BUY	$63.23 - $73.67 $2,402 - $2,799	38 Added 1.09%	3,538 $258,000
Q4 2020 Jan 29, 2021	BUY	$54.8 - $65.16 $7,178 - $8,535	131 Added 3.89%	3,500 $224,000
Q3 2020 Nov 06, 2020	BUY	$50.37 - $58.54 $169,696 - $197,221	3,369 New	3,369 $186,000

Others Institutions Holding SCHD

# of Institutions

1,939

Shares Held

823M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Planned Solutions, Inc. Schwab Strategic Tr Us Dividen Transaction History