Pacific Wealth Strategies Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Pacific Wealth Strategies Group, Inc.
- $134 Million
- Q1 2025
A detailed history of Pacific Wealth Strategies Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pacific Wealth Strategies Group, Inc. holds 57,191 shares of SCHD stock, worth $1.47 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
57,191
Previous 56,419
1.37%
Holding current value
$1.47 Million
Previous $1.54 Million
3.76%
% of portfolio
1.19%
Previous 1.08%
Shares
33 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio