Reliant Wealth Planning Schwab Strategic Tr Us Dividen Transaction History

Reliant Wealth Planning

$200 Million
Q4 2024

A detailed history of Reliant Wealth Planning transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Reliant Wealth Planning holds 1,584,366 shares of SCHD stock, worth $44.6 Million. This represents 21.69% of its overall portfolio holdings.

Number of Shares

1,584,366

Previous 616,525 156.98%

Holding current value

$44.6 Million

Previous $52.1 Million 16.94%

% of portfolio

21.69%

Previous 22.57%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$26.93 - $84.95 $26.1 Million - $82.2 Million	967,841 Added 156.98%	1,584,366 $43.3 Million
Q3 2024 Oct 24, 2024	BUY	$77.02 - $85.06 $869,863 - $960,667	11,294 Added 1.87%	616,525 $52.1 Million
Q2 2024 Jul 11, 2024	BUY	$75.81 - $80.15 $1.34 Million - $1.42 Million	17,727 Added 3.02%	605,231 $47.1 Million
Q1 2024 May 14, 2024	BUY	$75.25 - $80.63 $3.33 Million - $3.57 Million	44,234 Added 8.14%	587,504 $47.4 Million
Q4 2023 Feb 08, 2024	BUY	$66.9 - $76.32 $3.11 Million - $3.55 Million	46,521 Added 9.37%	543,270 $41.4 Million
Q3 2023 Nov 01, 2023	BUY	$70.63 - $75.66 $7.26 Million - $7.77 Million	102,753 Added 26.08%	496,749 $35.1 Million
Q2 2023 Jul 07, 2023	SELL	$69.18 - $73.94 $789,828 - $844,172	-11,417 Reduced 2.82%	393,996 $28.6 Million
Q1 2023 Apr 19, 2023	SELL	$70.28 - $78.03 $251,461 - $279,191	-3,578 Reduced 0.87%	405,413 $29.7 Million
Q4 2022 Feb 07, 2023	BUY	$67.16 - $79.06 $581,269 - $684,264	8,655 Added 2.16%	408,991 $30.9 Million
Q3 2022 Oct 28, 2022	BUY	$66.43 - $77.87 $3.63 Million - $4.26 Million	54,690 Added 15.82%	400,336 $26.6 Million
Q2 2022 Aug 02, 2022	BUY	$70.31 - $80.24 $24.3 Million - $27.7 Million	345,646 New	345,646 $24.8 Million

Others Institutions Holding SCHD

# of Institutions

1,937

Shares Held

822M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Reliant Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Reliant Wealth Planning with notifications on news.

Account

Reliant Wealth Planning Schwab Strategic Tr Us Dividen Transaction History