Comprehensive Financial Planning, Inc./Pa Schwab Strategic Tr Us Dividen Transaction History
Comprehensive Financial Planning, Inc./Pa
- $118 Billion
- Q4 2024
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 63,464 shares of SCHD stock, worth $1.81 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
63,464Holding current value
$1.81 Million% of portfolio
1.46%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio