Investment Planning Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History
Investment Planning Advisors, Inc.
- $273 Million
- Q3 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 10,356 shares of SCHD stock, worth $275,158. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,356Holding current value
$275,158% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,020Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio