Avantax Planning Partners, Inc. Schwab Strategic Tr Us Dividen Transaction History
Avantax Planning Partners, Inc.
- $3.08 Billion
- Q1 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,598,014 shares of SCHD stock, worth $283 Million. This represents 9.43% of its overall portfolio holdings.
Number of Shares
3,598,014
Previous 3,565,729
0.91%
Holding current value
$283 Million
Previous $271 Million
6.87%
% of portfolio
9.43%
Previous 10.35%
Shares
27 transactions
Others Institutions Holding SCHD
# of Institutions
1,634Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$852 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$764 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$719 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$611 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$566 Million0.06% of portfolio