Windsor Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Windsor Advisory Group, LLC
- $88.6 Billion
- Q3 2024
A detailed history of Windsor Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 1,584 shares of SCHD stock, worth $43,956. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,584
Previous 189
738.1%
Holding current value
$43,956
Previous $14.7 Million
811.04%
% of portfolio
0.15%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,890Shares Held
619MCall Options Held
3.32MPut Options Held
1.16M-
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
-
Northwestern Mutual Wealth Management CO18.2MShares$506 Million0.42% of portfolio