Retirement Planning Group Schwab Strategic Tr Us Dividen Transaction History

Retirement Planning Group

$1.58 Billion
Q3 2024

A detailed history of Retirement Planning Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Retirement Planning Group holds 7,741 shares of SCHD stock, worth $227,895. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,741

Previous 9,748 20.59%

Holding current value

$227,895

Previous $758,000 13.72%

% of portfolio

0.04%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$77.02 - $85.06 $154,579 - $170,715	-2,007 Reduced 20.59%	7,741 $654,000
Q2 2024 Jul 12, 2024	BUY	$75.81 - $80.15 $168,222 - $177,852	2,219 Added 29.47%	9,748 $758,000
Q1 2024 Apr 12, 2024	SELL	$75.25 - $80.63 $38,829 - $41,605	-516 Reduced 6.41%	7,529 $607,000
Q4 2023 Jan 12, 2024	BUY	$66.9 - $76.32 $538,210 - $613,994	8,045 New	8,045 $612,000
Q1 2020 May 05, 2020	SELL	$39.5 - $59.28 $216,934 - $325,565	-5,492 Closed	0 $0
Q1 2019 May 06, 2019	SELL	N/A	-369 Reduced 6.3%	5,492 $287,000
Q2 2018 Aug 07, 2018	SELL	N/A	-391 Reduced 6.25%	5,861 $289,000
Q1 2018 May 07, 2018	SELL	N/A	-617 Reduced 8.98%	6,252 $307,000
Q4 2017 Jan 31, 2018	SELL	N/A	-42 Reduced 0.61%	6,869 $351,000
Q3 2017 Oct 16, 2017	BUY	N/A	6,911	6,911 $323,000

Others Institutions Holding SCHD

# of Institutions

1,757

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Retirement Planning Group Schwab Strategic Tr Us Dividen Transaction History