Pacific Wealth Strategies Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Pacific Wealth Strategies Group, Inc.
- $121 Million
- Q2 2024
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 18,134 shares of SCHD stock, worth $1.5 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
18,134
Previous 17,958
0.98%
Holding current value
$1.5 Million
Previous $1.45 Million
2.56%
% of portfolio
1.17%
Previous 1.21%
Shares
30 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio