Powers Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Powers Advisory Group, LLC
- $208 Million
- Q1 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 680,620 shares of SCHD stock, worth $17.5 Million. This represents 9.02% of its overall portfolio holdings.
Number of Shares
680,620
Previous 635,171
7.16%
Holding current value
$17.5 Million
Previous $17.4 Million
8.18%
% of portfolio
9.02%
Previous 8.72%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio