Financial Perspectives, Inc Schwab Strategic Tr Us Dividen Transaction History
Financial Perspectives, Inc
- $288 Billion
- Q3 2024
A detailed history of Financial Perspectives, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Perspectives, Inc holds 6,709 shares of SCHD stock, worth $188,992. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,709
Previous 5,001
34.15%
Holding current value
$188,992
Previous $389 Million
45.84%
% of portfolio
0.2%
Previous 0.14%
Shares
20 transactions
Others Institutions Holding SCHD
# of Institutions
1,700Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$315 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$287 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio