Principle Wealth Partners LLC Schwab Strategic Tr Us Dividen Transaction History
Principle Wealth Partners LLC
- $1.21 Billion
- Q1 2024
A detailed history of Principle Wealth Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Principle Wealth Partners LLC holds 524,442 shares of SCHD stock, worth $40.5 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
524,442
Previous 465,248
12.72%
Holding current value
$40.5 Million
Previous $35.4 Million
19.39%
% of portfolio
3.48%
Previous 3.22%
Shares
22 transactions
Others Institutions Holding SCHD
# of Institutions
1,642Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$837 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$750 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$706 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$600 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$556 Million0.06% of portfolio