Principal Securities, Inc. Schwab Strategic Tr Us Dividen Transaction History
Principal Securities, Inc.
- $4.44 Trillion
- Q4 2024
A detailed history of Principal Securities, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Principal Securities, Inc. holds 345,972 shares of SCHD stock, worth $9.67 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
345,972
Previous 111,344
210.72%
Holding current value
$9.67 Million
Previous $9.41 Billion
0.43%
% of portfolio
0.21%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,845Shares Held
469MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$750 Million13.87% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$423 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$322 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$309 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio