Retirement Planning Group Schwab Strategic Tr Us Dividen Transaction History

Retirement Planning Group

  • $1.4 Billion
  • Q2 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 9,748 shares of SCHD stock, worth $825,168. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,748
Previous 7,529 29.47%
Holding current value
$825,168
Previous $607,000 24.88%
% of portfolio
0.05%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
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More about SCHD
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