Total Wealth Planning, LLC Schwab Strategic Tr Us Dividen Transaction History

Total Wealth Planning, LLC

  • $744 Million
  • Q2 2025

A detailed history of Total Wealth Planning, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Total Wealth Planning, LLC holds 122,266 shares of SCHD stock, worth $3.32 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
122,266
Holding current value
$3.32 Million
% of portfolio
0.44%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$24.32 - $27.87 $2.97 Million - $3.41 Million
122,266 New
122,266 $3.24 Million

Others Institutions Holding SCHD

# of Institutions
2,011
Shares Held
889M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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