Platform Technology Partners Schwab Strategic Tr Us Dividen Transaction History
Platform Technology Partners
- $312 Million
- Q4 2024
A detailed history of Platform Technology Partners transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Platform Technology Partners holds 278,382 shares of SCHD stock, worth $7.8 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
278,382
Previous 84,230
230.5%
Holding current value
$7.8 Million
Previous $7.12 Million
6.83%
% of portfolio
2.44%
Previous 2.29%
Shares
17 transactions
Others Institutions Holding SCHD
# of Institutions
1,813Shares Held
410MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio