Pps&V Asset Management Consultants, Inc. Schwab Strategic Tr Us Dividen Transaction History
Pps&V Asset Management Consultants, Inc.
- $148 Billion
- Q4 2024
A detailed history of Pps&V Asset Management Consultants, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pps&V Asset Management Consultants, Inc. holds 268,819 shares of SCHD stock, worth $7.53 Million. This represents 4.96% of its overall portfolio holdings.
Number of Shares
268,819
Previous 87,892
205.85%
Holding current value
$7.53 Million
Previous $7.43 Billion
1.15%
% of portfolio
4.96%
Previous 5.1%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$798 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio