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 616,525 shares of SCHD stock, worth $16.7 Million. This represents 22.57% of its overall portfolio holdings.

Number of Shares
616,525
Previous 605,231 1.87%
Holding current value
$16.7 Million
Previous $47.1 Million 10.73%
% of portfolio
22.57%
Previous 21.71%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US DIVIDEN


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