Penney Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Penney Financial, LLC
- $121 Billion
- Q4 2023
A detailed history of Penney Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Penney Financial, LLC holds 73,189 shares of SCHD stock, worth $2.01 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
73,189Holding current value
$2.01 Million% of portfolio
4.61%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,761Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$317 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$254 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$246 Million14.86% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio