Planning Capital Management Corp Schwab Strategic Tr Us Dividen Transaction History
Planning Capital Management Corp
- $151 Billion
- Q3 2024
A detailed history of Planning Capital Management Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Planning Capital Management Corp holds 26,807 shares of SCHD stock, worth $780,083. This represents 1.5% of its overall portfolio holdings.
Number of Shares
26,807
Previous 26,710
0.36%
Holding current value
$780,083
Previous $2.08 Billion
9.1%
% of portfolio
1.5%
Previous 1.47%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,708Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio