Planning Alternatives LTD Schwab Strategic Tr Us Dividen Transaction History

Planning Alternatives LTD

  • $618 Million
  • Q2 2024

A detailed history of Planning Alternatives LTD transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Planning Alternatives LTD holds 23,301 shares of SCHD stock, worth $1.93 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
23,301
Previous 23,479 0.76%
Holding current value
$1.93 Million
Previous $1.89 Million 4.33%
% of portfolio
0.29%
Previous 0.31%

Shares

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

Jul 25, 2024
SELL
$75.81 - $80.15 $13,494 - $14,266
-178 Reduced 0.76%
23,301 $1.81 Million
Q1 2024

Apr 17, 2024
SELL
$75.25 - $80.63 $14,749 - $15,803
-196 Reduced 0.83%
23,479 $1.89 Million
Q4 2023

Jan 23, 2024
SELL
$66.9 - $76.32 $19,534 - $22,285
-292 Reduced 1.22%
23,675 $1.8 Million
Q3 2023

Oct 17, 2023
SELL
$70.63 - $75.66 $34,467 - $36,922
-488 Reduced 2.0%
23,967 $1.7 Million
Q2 2023

Jul 18, 2023
SELL
$69.18 - $73.94 $35,558 - $38,005
-514 Reduced 2.06%
24,455 $1.78 Million
Q1 2023

May 04, 2023
BUY
$70.28 - $78.03 $913 - $1,014
13 Added 0.05%
24,969 $1.83 Million
Q4 2022

Jan 19, 2023
SELL
$73.08 - $79.06 $111,081 - $120,171
-1,520 Reduced 5.74%
24,956 $0
Q3 2022

Oct 12, 2022
SELL
N/A
-379 Reduced 1.41%
26,476 $1.76 Million
Q2 2022

Jul 20, 2022
SELL
N/A
-86 Reduced 0.32%
26,855 $1.92 Million
Q1 2022

Apr 28, 2022
SELL
N/A
-1,802 Reduced 6.27%
26,941 $2.13 Million
Q4 2021

Jan 25, 2022
SELL
N/A
-1,089 Reduced 3.65%
28,743 $2.32 Million
Q3 2021

Oct 19, 2021
SELL
N/A
-1,539 Reduced 4.91%
29,832 $2.22 Million
Q2 2021

Jul 15, 2021
SELL
N/A
-1,794 Reduced 5.41%
31,371 $2.37 Million
Q1 2021

Apr 14, 2021
SELL
N/A
-26,706 Reduced 44.61%
33,165 $2.42 Million
Q4 2020

Jan 29, 2021
SELL
N/A
-31,070 Reduced 34.17%
59,871 $3.84 Million
Q3 2020

Oct 14, 2020
SELL
N/A
-116,775 Reduced 56.22%
90,941 $5.03 Million
Q2 2020

Jul 24, 2020
BUY
N/A
7,949 Added 3.98%
207,716 $10.7 Million
Q1 2020

May 04, 2020
BUY
N/A
21,815 Added 12.26%
199,767 $8.99 Million
Q4 2019

Jan 27, 2020
BUY
N/A
9,386 Added 5.57%
177,952 $10.3 Million
Q3 2019

Oct 16, 2019
BUY
N/A
1,113 Added 0.66%
168,566 $9.23 Million
Q2 2019

Jul 24, 2019
SELL
N/A
-3,206 Reduced 1.88%
167,453 $8.89 Million
Q1 2019

May 06, 2019
SELL
N/A
-27,966 Reduced 14.08%
170,659 $8.92 Million
Q4 2018

Feb 07, 2019
SELL
N/A
-2,924 Reduced 1.45%
198,625 $9.33 Million
Q3 2018

Oct 29, 2018
BUY
N/A
2,037 Added 1.02%
201,549 $10.7 Million
Q2 2018

Jul 26, 2018
BUY
N/A
2,710 Added 1.38%
199,512 $9.83 Million
Q1 2018

May 01, 2018
BUY
N/A
42,967 Added 27.93%
196,802 $9.65 Million
Q4 2017

Feb 02, 2018
SELL
N/A
-1,246 Reduced 0.8%
153,835 $7.87 Million
Q3 2017

Oct 19, 2017
BUY
N/A
155,081
155,081 $7.26 Million

Others Institutions Holding SCHD

# of Institutions
1,658
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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