Pks Advisory Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Pks Advisory Services, LLC
- $365 Billion
- Q1 2025
A detailed history of Pks Advisory Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pks Advisory Services, LLC holds 107,785 shares of SCHD stock, worth $2.93 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
107,785
Previous 31,617
240.91%
Holding current value
$2.93 Million
Previous $864 Million
232.71%
% of portfolio
0.79%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,014Shares Held
885MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.07 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.06 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$898 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$788 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$776 Million0.06% of portfolio