Pca Investment Advisory Services Inc. Schwab Strategic Tr Us Dividen Transaction History
Pca Investment Advisory Services Inc.
- $209 Million
- Q3 2024
A detailed history of Pca Investment Advisory Services Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pca Investment Advisory Services Inc. holds 72,725 shares of SCHD stock, worth $1.98 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
72,725
Previous 72,523
0.28%
Holding current value
$1.98 Million
Previous $5.64 Million
9.01%
% of portfolio
2.95%
Previous 3.0%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,762Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$314 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$252 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$244 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$232 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$202 Million0.05% of portfolio