Life Plan Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Life Plan Financial, LLC
- $117 Billion
- Q3 2024
A detailed history of Life Plan Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Life Plan Financial, LLC holds 8,995 shares of SCHD stock, worth $261,754. This represents 0.65% of its overall portfolio holdings.
Number of Shares
8,995
Previous 8,917
0.87%
Holding current value
$261,754
Previous $693 Million
9.66%
% of portfolio
0.65%
Previous 0.64%
Shares
4 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