Planning Capital Management Corp Schwab Strategic Tr Us Dividen Transaction History
Planning Capital Management Corp
- $151 Billion
- Q3 2024
A detailed history of Planning Capital Management Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Planning Capital Management Corp holds 26,807 shares of SCHD stock, worth $738,800. This represents 1.5% of its overall portfolio holdings.
Number of Shares
26,807
Previous 26,710
0.36%
Holding current value
$738,800
Previous $2.08 Billion
9.1%
% of portfolio
1.5%
Previous 1.47%
Shares
4 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