Pps&V Asset Management Consultants, Inc. Schwab Strategic Tr Us Dividen Transaction History
Pps&V Asset Management Consultants, Inc.
- $138 Billion
- Q1 2025
A detailed history of Pps&V Asset Management Consultants, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pps&V Asset Management Consultants, Inc. holds 268,771 shares of SCHD stock, worth $7.03 Million. This represents 5.45% of its overall portfolio holdings.
Number of Shares
268,771
Previous 268,819
0.02%
Holding current value
$7.03 Million
Previous $7.34 Billion
2.32%
% of portfolio
5.45%
Previous 4.96%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,999Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio