Planning Alternatives LTD Schwab Strategic Tr Us Dividen Transaction History

Planning Alternatives LTD

  • $767 Million
  • Q3 2025

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 62,518 shares of SCHD stock, worth $1.7 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
62,518
Previous 63,119 0.95%
Holding current value
$1.7 Million
Previous $1.67 Million 2.03%
% of portfolio
0.22%
Previous 0.24%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$26.38 - $27.95 $15,854 - $16,797
-601 Reduced 0.95%
62,518 $1.71 Million
Q2 2025

Aug 12, 2025
SELL
$24.32 - $27.87 $36,090 - $41,359
-1,484 Reduced 2.3%
63,119 $1.67 Million
Q1 2025

May 09, 2025
SELL
$27.01 - $28.54 $52,804 - $55,795
-1,955 Reduced 2.94%
64,603 $1.81 Million
Q4 2024

Feb 06, 2025
BUY
$26.93 - $84.95 $1.18 Million - $3.72 Million
43,751 Added 191.83%
66,558 $1.82 Million
Q3 2024

Nov 12, 2024
SELL
$77.02 - $85.06 $38,047 - $42,019
-494 Reduced 2.12%
22,807 $1.93 Million
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
$67.16 - $79.06 $102,083 - $120,171
-1,520 Reduced 5.74%
24,956 $0
Q3 2022

Oct 12, 2022
SELL
$66.43 - $77.87 $25,176 - $29,512
-379 Reduced 1.41%
26,476 $1.76 Million
Q2 2022

Jul 20, 2022
SELL
$70.31 - $80.24 $6,046 - $6,900
-86 Reduced 0.32%
26,855 $1.92 Million
Q1 2022

Apr 28, 2022
SELL
$75.14 - $81.94 $135,402 - $147,655
-1,802 Reduced 6.27%
26,941 $2.13 Million
Q4 2021

Jan 25, 2022
SELL
$74.93 - $80.86 $81,598 - $88,056
-1,089 Reduced 3.65%
28,743 $2.32 Million
Q3 2021

Oct 19, 2021
SELL
$74.23 - $78.13 $114,239 - $120,242
-1,539 Reduced 4.91%
29,832 $2.22 Million
Q2 2021

Jul 15, 2021
SELL
$73.32 - $77.65 $131,536 - $139,304
-1,794 Reduced 5.41%
31,371 $2.37 Million
Q1 2021

Apr 14, 2021
SELL
$63.23 - $73.67 $1.69 Million - $1.97 Million
-26,706 Reduced 44.61%
33,165 $2.42 Million
Q4 2020

Jan 29, 2021
SELL
$54.8 - $65.16 $1.7 Million - $2.02 Million
-31,070 Reduced 34.17%
59,871 $3.84 Million
Q3 2020

Oct 14, 2020
SELL
$50.37 - $58.54 $5.88 Million - $6.84 Million
-116,775 Reduced 56.22%
90,941 $5.03 Million
Q2 2020

Jul 24, 2020
BUY
$43.56 - $56.5 $346,258 - $449,118
7,949 Added 3.98%
207,716 $10.7 Million
Q1 2020

May 04, 2020
BUY
$39.5 - $59.28 $861,692 - $1.29 Million
21,815 Added 12.26%
199,767 $8.99 Million
Q4 2019

Jan 27, 2020
BUY
$52.87 - $58.15 $496,237 - $545,795
9,386 Added 5.57%
177,952 $10.3 Million
Q3 2019

Oct 16, 2019
BUY
$54.39 - $55.76 $60,536 - $62,060
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
2,058
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
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