Piershale Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Piershale Financial Group, Inc.
- $157 Million
- Q2 2023
A detailed history of Piershale Financial Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Piershale Financial Group, Inc. holds 395 shares of SCHD stock, worth $11,146. This represents 0.02% of its overall portfolio holdings.
Number of Shares
395
Previous 391
1.02%
Holding current value
$11,146
Previous $28,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,786Shares Held
340MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$325 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$312 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$240 Million4.81% of portfolio