Pks Advisory Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Pks Advisory Services, LLC
- $479 Billion
- Q3 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 102,549 shares of SCHD stock, worth $2.79 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
102,549
Previous 107,785
4.86%
Holding current value
$2.79 Million
Previous $2.87 Billion
2.58%
% of portfolio
0.58%
Previous 0.79%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio