Private Advisory Group LLC Schwab Strategic Tr Us Dividen Transaction History
Private Advisory Group LLC
- $866 Million
- Q4 2024
A detailed history of Private Advisory Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Advisory Group LLC holds 63,532 shares of SCHD stock, worth $1.76 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
63,532
Previous 23,049
175.64%
Holding current value
$1.76 Million
Previous $1.95 Million
10.93%
% of portfolio
0.2%
Previous 0.24%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$787 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$741 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$719 Million4.56% of portfolio