Holistic Planning, LLC Schwab Strategic Tr Us Dividen Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 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 5,866 shares of SCHD stock, worth $170,700. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,866
Previous 9,872
40.58%
Holding current value
$170,700
Previous $796 Million
37.71%
% of portfolio
0.21%
Previous 0.61%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,708Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio