Petra Financial Advisors Inc Schwab Strategic Tr Us Dividen Transaction History
Petra Financial Advisors Inc
- $158 Billion
- Q2 2025
A detailed history of Petra Financial Advisors Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Petra Financial Advisors Inc holds 78,516 shares of SCHD stock, worth $2.11 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
78,516
Previous 80,521
2.49%
Holding current value
$2.11 Million
Previous $2.25 Billion
7.58%
% of portfolio
1.32%
Previous 1.85%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
897MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$867 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$794 Million4.98% of portfolio