Comprehensive Financial Planning, Inc./Pa Schwab Strategic Tr Us Dividen Transaction History
Comprehensive Financial Planning, Inc./Pa
- $118 Billion
- Q4 2024
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 63,464 shares of SCHD stock, worth $1.78 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
63,464Holding current value
$1.78 Million% of portfolio
1.46%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,813Shares Held
410MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio