Beacon Financial Planning, Inc Schwab Strategic Tr Us Dividen Transaction History
Beacon Financial Planning, Inc
- $147 Billion
- Q2 2024
A detailed history of Beacon Financial Planning, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 40,790 shares of SCHD stock, worth $3.45 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
40,790
Previous 33,612
21.36%
Holding current value
$3.45 Million
Previous $2.71 Billion
17.04%
% of portfolio
2.15%
Previous 1.89%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio