Pfg Private Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Pfg Private Wealth Management, LLC

  • $174 Million
  • Q4 2024

A detailed history of Pfg Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 1,029 shares of SCHD stock, worth $28,554. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,029
Previous 343 200.0%
Holding current value
$28,554
Previous $28,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$26.93 - $84.95 $18,473 - $58,275
686 Added 200.0%
1,029 $28,000
Q2 2024

Jul 15, 2024
BUY
$75.81 - $80.15 $26,002 - $27,491
343 New
343 $26,000

Others Institutions Holding SCHD

# of Institutions
1,880
Shares Held
605M
Call Options Held
3.32M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Pfg Private Wealth Management, LLC Portfolio

Follow Pfg Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfg Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email