Private Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Private Wealth Management Group, LLC
- $261 Billion
- Q4 2024
A detailed history of Private Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 85 shares of SCHD stock, worth $2,358. This represents 0.0% of its overall portfolio holdings.
Number of Shares
85
Previous 28
203.57%
Holding current value
$2,358
Previous $2.38 Million
2.86%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,903Shares Held
674MCall Options Held
3.35MPut Options Held
1.22M-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$602 Million0.22% of portfolio
-
Envestnet Asset Management Inc19.6MShares$545 Million0.18% of portfolio