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

Waller Financial Planning Group, Inc

$412 Million
Q2 2025

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 728,852 shares of SCHD stock, worth $19.6 Million. This represents 4.67% of its overall portfolio holdings.

Number of Shares

728,852

Previous 576,519 26.42%

Holding current value

$19.6 Million

Previous $15.9 Million 20.97%

% of portfolio

4.67%

Previous 4.48%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 02, 2025	BUY	$24.32 - $27.87 $3.7 Million - $4.25 Million	152,333 Added 26.42%	728,852 $19.2 Million
Q1 2025 Apr 02, 2025	SELL	$27.01 - $28.54 $2.76 Million - $2.92 Million	-102,289 Reduced 15.07%	576,519 $15.9 Million
Q4 2024 Jan 03, 2025	BUY	$26.93 - $84.95 $12.2 Million - $38.6 Million	454,012 Added 201.97%	678,808 $18.5 Million
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

2,000

Shares Held

897M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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