Planning Alternatives LTD Schwab Strategic Tr Us Dividen Transaction History
Planning Alternatives LTD
- $653 Million
- Q3 2024
A detailed history of Planning Alternatives LTD transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Planning Alternatives LTD holds 22,807 shares of SCHD stock, worth $616,017. This represents 0.3% of its overall portfolio holdings.
Number of Shares
22,807
Previous 23,301
2.12%
Holding current value
$616,017
Previous $1.81 Million
6.41%
% of portfolio
0.3%
Previous 0.29%
Shares
29 transactions
Others Institutions Holding SCHD
# of Institutions
1,762Shares Held
282MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$311 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$249 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$241 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$200 Million0.05% of portfolio