Pds Planning, Inc Schwab Strategic Tr Us Dividen Transaction History
Pds Planning, Inc
- $1.11 Billion
- Q4 2024
A detailed history of Pds Planning, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pds Planning, Inc holds 18,837 shares of SCHD stock, worth $522,915. This represents 0.05% of its overall portfolio holdings.
Number of Shares
18,837
Previous 6,265
200.67%
Holding current value
$522,915
Previous $529,000
2.84%
% of portfolio
0.05%
Previous 0.05%
Shares
19 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$790 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio