Ptm Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Ptm Wealth Management, LLC
- $95.1 Billion
- Q1 2025
A detailed history of Ptm Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 11,323 shares of SCHD stock, worth $292,359. This represents 0.29% of its overall portfolio holdings.
Number of Shares
11,323Holding current value
$292,359% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,978Shares Held
844MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1 Billion0.44% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
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Avantax Advisory Services, Inc.27.6MShares$714 Million4.82% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$560 Million0.22% of portfolio