Pfg Advisors Schwab Strategic Tr Us Dividen Transaction History
Pfg Advisors
- $1.35 Billion
- Q1 2024
A detailed history of Pfg Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pfg Advisors holds 232,549 shares of SCHD stock, worth $17.9 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
232,549
Previous 223,615
4.0%
Holding current value
$17.9 Million
Previous $17 Million
10.15%
% of portfolio
1.39%
Previous 1.38%
Shares
26 transactions
Others Institutions Holding SCHD
# of Institutions
1,645Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$835 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$749 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$704 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$599 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$555 Million0.06% of portfolio