Stonebridge Financial Planning Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Stonebridge Financial Planning Group, LLC
- $192 Million
- Q2 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 24,846 shares of SCHD stock, worth $2.1 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
24,846
Previous 27,558
9.84%
Holding current value
$2.1 Million
Previous $2.22 Million
13.05%
% of portfolio
1.01%
Previous 1.22%
Shares
13 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$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio