Penney Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Penney Financial, LLC
- $149 Billion
- Q4 2024
A detailed history of Penney Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Penney Financial, LLC holds 278,722 shares of SCHD stock, worth $7.65 Million. This represents 5.11% of its overall portfolio holdings.
Number of Shares
278,722
Previous 90,176
209.09%
Holding current value
$7.65 Million
Previous $7.62 Billion
0.1%
% of portfolio
5.11%
Previous 5.2%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,946Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.36 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$996 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$736 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$714 Million4.56% of portfolio