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

Planned Solutions, Inc.

  • $207 Million
  • Q2 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 4,966 shares of SCHD stock, worth $418,435. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,966
Previous 4,720 5.21%
Holding current value
$418,435
Previous $380,000 1.58%
% of portfolio
0.19%
Previous 0.18%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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More about SCHD
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