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 $7.68 Million. This represents 5.11% of its overall portfolio holdings.
Number of Shares
278,722
Previous 90,176
209.09%
Holding current value
$7.68 Million
Previous $7.62 Billion
0.1%
% of portfolio
5.11%
Previous 5.2%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Commonwealth Equity Services, LLC13.1MShares$362 Million0.52% of portfolio