Private Advisory Group LLC Schwab Strategic Tr Us Dividen Transaction History
Private Advisory Group LLC
- $820 Million
- Q3 2024
A detailed history of Private Advisory Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Advisory Group LLC holds 23,049 shares of SCHD stock, worth $633,156. This represents 0.24% of its overall portfolio holdings.
Number of Shares
23,049
Previous 24,212
4.8%
Holding current value
$633,156
Previous $1.88 Million
3.51%
% of portfolio
0.24%
Previous 0.25%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,762Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$317 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$254 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$246 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio