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 $726,201. This represents 1.5% of its overall portfolio holdings.
Number of Shares
26,807
Previous 26,710
0.36%
Holding current value
$726,201
Previous $2.08 Billion
9.1%
% of portfolio
1.5%
Previous 1.47%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,004Shares Held
917MCall Options Held
4.89MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.05 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$895 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$873 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$801 Million4.98% of portfolio