Personal Capital Advisors Corp Schwab Strategic Tr Us Dividen Transaction History
Personal Capital Advisors Corp
- $20.6 Billion
- Q4 2022
A detailed history of Personal Capital Advisors Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Personal Capital Advisors Corp holds 10,027 shares of SCHD stock, worth $275,140. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,027
Previous 11,250
10.87%
Holding current value
$275,140
Previous $747,000
1.34%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,762Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$316 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$253 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$245 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$233 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$203 Million0.05% of portfolio