Summit Wealth & Retirement Planning, Inc. Schwab Strategic Tr Us Dividen Transaction History
Summit Wealth & Retirement Planning, Inc.
- $269 Million
- Q1 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 8,822 shares of SCHD stock, worth $709,994. This represents 0.26% of its overall portfolio holdings.
Number of Shares
8,822
Previous 12,617
30.08%
Holding current value
$709,994
Previous $960,000
25.94%
% of portfolio
0.26%
Previous 0.41%
Shares
22 transactions
Others Institutions Holding SCHD
# of Institutions
1,643Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$873 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$782 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$736 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$719 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$626 Million5.64% of portfolio