Petra Financial Advisors Inc Schwab Strategic Tr Us Dividen Transaction History
Petra Financial Advisors Inc
- $147 Billion
- Q4 2024
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 79,757 shares of SCHD stock, worth $2.28 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
79,757
Previous 25,065
218.2%
Holding current value
$2.28 Million
Previous $2.12 Billion
2.84%
% of portfolio
1.48%
Previous 1.4%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio