Planning Alternatives LTD Schwab Strategic Tr Us Dividen Transaction History
Planning Alternatives LTD
- $646 Million
- Q4 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 66,558 shares of SCHD stock, worth $1.88 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
66,558
Previous 22,807
191.83%
Holding current value
$1.88 Million
Previous $1.93 Million
5.66%
% of portfolio
0.28%
Previous 0.3%
Shares
30 transactions
Others Institutions Holding SCHD
# of Institutions
1,931Shares Held
820MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$803 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$757 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$734 Million4.56% of portfolio