Zimmermann Investment Management & Planning LLC Schwab Strategic Tr Us Dividen Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$75.25 - $80.63 $342,161 - $366,624	-4,547 Reduced 42.61%	6,123 $493,000
Q4 2023 Jan 22, 2024	SELL	$66.9 - $76.32 $950,314 - $1.08 Million	-14,205 Reduced 57.11%	10,670 $812,000
Q3 2023 Oct 31, 2023	SELL	$70.63 - $75.66 $4.68 Million - $5.01 Million	-66,237 Reduced 72.7%	24,875 $1.76 Million
Q2 2023 Jul 13, 2023	SELL	$69.18 - $73.94 $374,678 - $400,459	-5,416 Reduced 5.61%	91,112 $6.62 Million
Q1 2023 Apr 25, 2023	BUY	$70.28 - $78.03 $438,195 - $486,517	6,235 Added 6.91%	96,528 $7.06 Million
Q4 2022 Jan 20, 2023	BUY	$67.16 - $79.06 $317,263 - $373,479	4,724 Added 5.52%	90,293 $0
Q3 2022 Nov 01, 2022	BUY	$66.43 - $77.87 $4.68 Million - $5.49 Million	70,514 Added 468.38%	85,569 $5.68 Million
Q2 2022 Jul 28, 2022	BUY	$70.31 - $80.24 $825,017 - $941,536	11,734 Added 353.33%	15,055 $1.08 Million
Q1 2022 Apr 18, 2022	SELL	$75.14 - $81.94 $24,119 - $26,302	-321 Reduced 8.81%	3,321 $262,000
Q4 2021 Feb 03, 2022	BUY	$74.93 - $80.86 $272,895 - $294,492	3,642 New	3,642 $294,000

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

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