Petra Financial Advisors Inc Schwab Strategic Tr Us Dividen Transaction History
Petra Financial Advisors Inc
- $172 Billion
- Q3 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 71,928 shares of SCHD stock, worth $1.96 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
71,928
Previous 78,516
8.39%
Holding current value
$1.96 Million
Previous $2.08 Billion
5.63%
% of portfolio
1.14%
Previous 1.32%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio