Princeton Global Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History
Princeton Global Asset Management LLC
- $507 Million
- Q4 2024
A detailed history of Princeton Global Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Princeton Global Asset Management LLC holds 101,386 shares of SCHD stock, worth $2.82 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
101,386
Previous 34,456
194.25%
Holding current value
$2.82 Million
Previous $2.91 Million
4.91%
% of portfolio
0.55%
Previous 0.6%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio