Holistic Planning, LLC Schwab Strategic Tr Us Dividen Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Holistic Planning, LLC holds 5,866 shares of SCHD stock, worth $172,167. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,866
Previous 9,872
40.58%
Holding current value
$172,167
Previous $796 Million
37.71%
% of portfolio
0.21%
Previous 0.61%
Shares
3 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