Pps&V Asset Management Consultants, Inc. Schwab Strategic Tr Us Dividen Transaction History
Pps&V Asset Management Consultants, Inc.
- $140 Billion
- Q2 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 85,075 shares of SCHD stock, worth $7.2 Million. This represents 4.74% of its overall portfolio holdings.
Number of Shares
85,075
Previous 85,927
0.99%
Holding current value
$7.2 Million
Previous $6.93 Billion
4.52%
% of portfolio
4.74%
Previous 5.1%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,661Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio