Princeton Global Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History
Princeton Global Asset Management LLC
- $474 Million
- Q1 2025
A detailed history of Princeton Global Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Princeton Global Asset Management LLC holds 101,316 shares of SCHD stock, worth $2.58 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
101,316
Previous 101,386
0.07%
Holding current value
$2.58 Million
Previous $2.77 Million
0.9%
% of portfolio
0.59%
Previous 0.55%
Shares
12 transactions
Others Institutions Holding SCHD
# of Institutions
1,956Shares 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