Planning Directions Inc Schwab Strategic Tr Us Dividen Transaction History
Planning Directions Inc
- $144 Million
- Q2 2024
A detailed history of Planning Directions Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Planning Directions Inc holds 348,084 shares of SCHD stock, worth $9.82 Million. This represents 18.85% of its overall portfolio holdings.
Number of Shares
348,084
Previous 334,648
4.01%
Holding current value
$9.82 Million
Previous $27 Million
0.32%
% of portfolio
18.85%
Previous 19.25%
Shares
26 transactions
Others Institutions Holding SCHD
# of Institutions
1,698Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$315 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$287 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$252 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio