A detailed history of Planning Capital Management Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Planning Capital Management Corp holds 26,807 shares of SCHD stock, worth $780,083. This represents 1.5% of its overall portfolio holdings.

Number of Shares
26,807
Previous 26,710 0.36%
Holding current value
$780,083
Previous $2.08 Billion 9.1%
% of portfolio
1.5%
Previous 1.47%

Shares

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

Nov 06, 2024

BUY
$77.02 - $85.06 $7,470 - $8,250
97 Added 0.36%
26,807 $2.27 Billion
Q2 2024

Aug 12, 2024

BUY
$75.81 - $80.15 $37,905 - $40,075
500 Added 1.91%
26,710 $2.08 Billion
Q1 2024

Apr 26, 2024

SELL
$75.25 - $80.63 $866,955 - $928,938
-11,521 Reduced 30.53%
26,210 $2.11 Billion
Q4 2023

Feb 14, 2024

BUY
$66.9 - $76.32 $2.52 Million - $2.88 Million
37,731 New
37,731 $2.87 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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