Asset Planning Corporation Schwab Strategic Tr Us Dividen Transaction History
Asset Planning Corporation
- $152 Million
- Q3 2024
A detailed history of Asset Planning Corporation transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Asset Planning Corporation holds 82,448 shares of SCHD stock, worth $2.36 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
82,448
Previous 83,116
0.8%
Holding current value
$2.36 Million
Previous $6.46 Million
7.83%
% of portfolio
4.57%
Previous 4.86%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,752Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio