Pps&V Asset Management Consultants, Inc. Schwab Strategic Tr Us Dividen Transaction History
Pps&V Asset Management Consultants, Inc.
- $146 Billion
- Q3 2024
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 87,892 shares of SCHD stock, worth $2.56 Million. This represents 5.1% of its overall portfolio holdings.
Number of Shares
87,892
Previous 85,075
3.31%
Holding current value
$2.56 Million
Previous $6.62 Billion
12.31%
% of portfolio
5.1%
Previous 4.74%
Shares
8 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