Zega Financial, LLC Schwab Strategic Tr Us Dividen Transaction History
Zega Financial, LLC
- $292 Billion
- Q1 2024
A detailed history of Zega Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Zega Financial, LLC holds 2,722 shares of SCHD stock, worth $223,612. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,722
Previous 3,197
14.86%
Holding current value
$223,612
Previous $243 Million
9.83%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,637Shares Held
273MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$891 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$799 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$751 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$734 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$639 Million5.64% of portfolio