Waller Financial Planning Group, Inc Schwab Strategic Tr Us Dividen Transaction History

Waller Financial Planning Group, Inc

  • $403 Million
  • Q3 2024

A detailed history of Waller Financial Planning Group, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 224,796 shares of SCHD stock, worth $6.44 Million. This represents 4.72% of its overall portfolio holdings.

Number of Shares
224,796
Previous 221,878 1.32%
Holding current value
$6.44 Million
Previous $17.3 Million 10.14%
% of portfolio
4.72%
Previous 4.64%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 02, 2024
BUY
$77.02 - $85.06 $224,744 - $248,205
2,918 Added 1.32%
224,796 $19 Million
Q2 2024

Jul 02, 2024
BUY
$75.81 - $80.15 $508,836 - $537,966
6,712 Added 3.12%
221,878 $17.3 Million
Q1 2024

Apr 02, 2024
BUY
$75.25 - $80.63 $2.36 Million - $2.53 Million
31,338 Added 17.05%
215,166 $17.3 Million
Q4 2023

Jan 03, 2024
SELL
$66.9 - $76.32 $210,199 - $239,797
-3,142 Reduced 1.68%
183,828 $14 Million
Q3 2023

Oct 18, 2023
SELL
$70.63 - $75.66 $17,092 - $18,309
-242 Reduced 0.13%
186,970 $13.2 Million
Q2 2023

Jul 05, 2023
BUY
$69.18 - $73.94 $402,143 - $429,813
5,813 Added 3.2%
187,212 $13.6 Million
Q1 2023

Apr 18, 2023
BUY
$70.28 - $78.03 $44,416 - $49,314
632 Added 0.35%
181,399 $13.3 Million
Q4 2022

Jan 05, 2023
SELL
$67.16 - $79.06 $82,203 - $96,769
-1,224 Reduced 0.67%
180,767 $0
Q3 2022

Oct 20, 2022
BUY
$66.43 - $77.87 $11,758 - $13,782
177 Added 0.1%
181,991 $12.1 Million
Q2 2022

Jul 18, 2022
BUY
$70.31 - $80.24 $12.8 Million - $14.6 Million
181,814 New
181,814 $13 Million

Others Institutions Holding SCHD

# of Institutions
1,751
Shares Held
275M
Call Options Held
1.92M
Put Options Held
1.16M
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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