Planning Alternatives LTD Schwab Strategic Tr Us Dividen Transaction History
Planning Alternatives LTD
- $618 Million
- Q2 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 23,301 shares of SCHD stock, worth $1.93 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
23,301
Previous 23,479
0.76%
Holding current value
$1.93 Million
Previous $1.89 Million
4.33%
% of portfolio
0.29%
Previous 0.31%
Shares
28 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio