New England Professional Planning Group Inc. Schwab Strategic Tr Us Dividen Transaction History

New England Professional Planning Group Inc.

$202 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 14, 2022	BUY	$75.14 - $81.94 $48,841 - $53,261	650 New	650 $632,000

Others Institutions Holding SCHD

# of Institutions

1,751

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$330 Million
0.45% of portfolio
Morgan Stanley New York, NY

9.23M
Shares

$264 Million
0.06% of portfolio
Sumitomo Life Insurance CO

8.94M
Shares

$256 Million
14.86% of portfolio
Avantax Advisory Services, Inc.

8.5M
Shares

$243 Million
4.81% of portfolio
Bank Of America Corp Charlotte, NC

7.41M
Shares

$212 Million
0.05% of portfolio

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