Pps&V Asset Management Consultants, Inc. Schwab Strategic Tr Us Dividen Transaction History
Pps&V Asset Management Consultants, Inc.
- $146 Billion
- Q3 2024
A detailed history of Pps&V Asset Management Consultants, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pps&V Asset Management Consultants, Inc. holds 87,892 shares of SCHD stock, worth $2.58 Million. This represents 5.1% of its overall portfolio holdings.
Number of Shares
87,892
Previous 85,075
3.31%
Holding current value
$2.58 Million
Previous $6.62 Billion
12.31%
% of portfolio
5.1%
Previous 4.74%
Shares
8 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$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio