Holistic Planning, LLC Schwab Strategic Tr Us Dividen Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Holistic Planning, LLC holds 9,872 shares of SCHD stock, worth $831,814. This represents 0.61% of its overall portfolio holdings.
Number of Shares
9,872
Previous 9,872
-0.0%
Holding current value
$831,814
Previous $796 Million
-0.0%
% of portfolio
0.61%
Previous 0.61%
Shares
2 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$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio