Pfg Private Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Pfg Private Wealth Management, LLC
- $165 Million
- Q2 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 343 shares of SCHD stock, worth $28,901. This represents 0.02% of its overall portfolio holdings.
Number of Shares
343Holding current value
$28,901% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
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Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
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Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio