Wealth Plan Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 14,520 shares of SCHD stock, worth $407,866. This represents 0.18% of its overall portfolio holdings.
Number of Shares
14,520
Previous 14,301
1.53%
Holding current value
$407,866
Previous $1.15 Million
2.08%
% of portfolio
0.18%
Previous 0.2%
Shares
11 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$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$260 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$232 Million4.66% of portfolio