Private Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Private Wealth Management Group, LLC
- $231 Billion
- Q2 2024
A detailed history of Private Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 28 shares of SCHD stock, worth $2,296. This represents 0.0% of its overall portfolio holdings.
Number of Shares
28
Previous 28
-0.0%
Holding current value
$2,296
Previous $2.25 Million
3.56%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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$917 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$834 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$760 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$733 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$678 Million4.66% of portfolio