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 $2.9 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
107,785
Previous 31,617
240.91%
Holding current value
$2.9 Million
Previous $864 Million
232.71%
% of portfolio
0.79%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
897MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$867 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$794 Million4.98% of portfolio