Wealth Plan Partners, LLC Schwab Strategic Tr Us Dividen Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
A detailed history of Wealth Plan Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 64,036 shares of SCHD stock, worth $5.41 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
64,036
Previous 61,646
3.88%
Holding current value
$5.41 Million
Previous $4.97 Billion
0.18%
% of portfolio
0.53%
Previous 0.51%
Shares
24 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio