Pps&V Asset Management Consultants, Inc. Schwab Strategic Tr Us Dividen Transaction History
Pps&V Asset Management Consultants, Inc.
- $136 Billion
- Q1 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 85,927 shares of SCHD stock, worth $6.69 Million. This represents 5.1% of its overall portfolio holdings.
Number of Shares
85,927
Previous 85,274
0.77%
Holding current value
$6.69 Million
Previous $6.49 Billion
6.72%
% of portfolio
5.1%
Previous 4.97%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,649Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$844 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$757 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$712 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$605 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$561 Million0.06% of portfolio