Private Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Private Wealth Management Group, LLC
- $253 Billion
- Q3 2024
A detailed history of Private Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 28 shares of SCHD stock, worth $814. This represents 0.0% of its overall portfolio holdings.
Number of Shares
28
Previous 28
-0.0%
Holding current value
$814
Previous $2.17 Million
9.74%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,713Shares Held
279MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio