Private Advisor Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Private Advisor Group, LLC
- $14.8 Billion
- Q2 2024
A detailed history of Private Advisor Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Advisor Group, LLC holds 503,956 shares of SCHD stock, worth $42 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
503,956
Previous 589,179
14.46%
Holding current value
$42 Million
Previous $47.5 Million
17.51%
% of portfolio
0.26%
Previous 0.34%
Shares
29 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$932 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$848 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$773 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$745 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$689 Million4.66% of portfolio