Retirement Planning Group Schwab Strategic Tr Us Dividen Transaction History

Retirement Planning Group

$1.51 Billion
Q1 2025

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 23,004 shares of SCHD stock, worth $602,014. This represents 0.04% of its overall portfolio holdings.

Number of Shares

23,004

Previous 29,982 23.27%

Holding current value

$602,014

Previous $819,000 22.59%

% of portfolio

0.04%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$27.01 - $28.54 $188,475 - $199,152	-6,978 Reduced 23.27%	23,004 $634,000
Q4 2024 Feb 18, 2025	BUY	$26.93 - $84.95 $598,950 - $1.89 Million	22,241 Added 287.31%	29,982 $819,000
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

1,995

Shares Held

887M

Call Options Held

4.89M

Put Options Held

2.23M

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 Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.

Account

Retirement Planning Group Schwab Strategic Tr Us Dividen Transaction History