Planned Solutions, Inc. Schwab Strategic Tr Us Dividen Transaction History
Planned Solutions, Inc.
- $231 Million
- Q1 2025
A detailed history of Planned Solutions, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Planned Solutions, Inc. holds 24,980 shares of SCHD stock, worth $634,991. This represents 0.3% of its overall portfolio holdings.
Number of Shares
24,980
Previous 21,218
17.73%
Holding current value
$634,991
Previous $579,000
18.83%
% of portfolio
0.3%
Previous 0.25%
Shares
18 transactions
Others Institutions Holding SCHD
# of Institutions
1,958Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$923 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$661 Million4.56% of portfolio