Penney Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Penney Financial, LLC
- $149 Billion
- Q4 2024
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 278,722 shares of SCHD stock, worth $7.81 Million. This represents 5.11% of its overall portfolio holdings.
Number of Shares
278,722
Previous 90,176
209.09%
Holding current value
$7.81 Million
Previous $7.62 Billion
0.1%
% of portfolio
5.11%
Previous 5.2%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,813Shares Held
410MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio