Powers Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Powers Advisory Group, LLC
- $249 Million
- Q3 2025
A detailed history of Powers Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Powers Advisory Group, LLC holds 656,429 shares of SCHD stock, worth $17.9 Million. This represents 7.21% of its overall portfolio holdings.
Number of Shares
656,429
Previous 665,788
1.41%
Holding current value
$17.9 Million
Previous $17.6 Million
1.57%
% of portfolio
7.21%
Previous 7.83%
Shares
16 transactions
Others Institutions Holding SCHD
# of Institutions
2,059Shares Held
873MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio