Barnes Pettey Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Barnes Pettey Financial Advisors, LLC
- $116 Million
- Q1 2024
A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 61,690 shares of SCHD stock, worth $4.78 Million. This represents 4.3% of its overall portfolio holdings.
Number of Shares
61,690
Previous 51,491
19.81%
Holding current value
$4.78 Million
Previous $3.92 Million
26.89%
% of portfolio
4.3%
Previous 3.18%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$840 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$753 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$708 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$602 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$558 Million0.06% of portfolio