Consolidated Planning Corp Schwab Strategic Tr Us Dividen Transaction History
Consolidated Planning Corp
- $549 Million
- Q2 2024
A detailed history of Consolidated Planning Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Consolidated Planning Corp holds 31,678 shares of SCHD stock, worth $2.68 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
31,678
Previous 33,007
4.03%
Holding current value
$2.68 Million
Previous $2.66 Million
7.44%
% of portfolio
0.45%
Previous 0.48%
Shares
9 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$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio