Pine Valley Investments LTD Liability CO Schwab Strategic Tr Us Dividen Transaction History
Pine Valley Investments LTD Liability CO
- $1.65 Trillion
- Q3 2024
A detailed history of Pine Valley Investments LTD Liability CO transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pine Valley Investments LTD Liability CO holds 6,569 shares of SCHD stock, worth $180,450. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,569
Previous 6,827
3.78%
Holding current value
$180,450
Previous $532 Million
4.48%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,761Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$317 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$254 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$246 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio