Schmidt P J Investment Management Inc Schwab Strategic Tr Us Dividen Transaction History
Schmidt P J Investment Management Inc
- $547 Million
- Q2 2024
A detailed history of Schmidt P J Investment Management Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 11,899 shares of SCHD stock, worth $1.01 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
11,899
Previous 11,377
4.59%
Holding current value
$1.01 Million
Previous $917,000
0.87%
% of portfolio
0.17%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio