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 $276,344. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,027
Previous 11,250
10.87%
Holding current value
$276,344
Previous $747,000
1.34%
% of portfolio
0.0%
Previous 0.0%
Shares
9 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
-
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
-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$305 Million8.18% of portfolio