Life Plan Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Life Plan Financial, LLC
- $117 Billion
- Q3 2024
A detailed history of Life Plan Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Life Plan Financial, LLC holds 8,995 shares of SCHD stock, worth $258,246. This represents 0.65% of its overall portfolio holdings.
Number of Shares
8,995
Previous 8,917
0.87%
Holding current value
$258,246
Previous $693 Million
9.66%
% of portfolio
0.65%
Previous 0.64%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$331 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$265 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$257 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$244 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$213 Million0.05% of portfolio