Pfg Private Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Pfg Private Wealth Management, LLC
- $174 Million
- Q4 2024
A detailed history of Pfg Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 1,029 shares of SCHD stock, worth $28,863. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,029
Previous 343
200.0%
Holding current value
$28,863
Previous $28,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio